SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,635 | -20.7% | 36,053 | -17.3% | 0.16% | -1.8% |
| Q2 2023 | $2,011,451 | +5.9% | 43,575 | +7.6% | 0.16% | -14.5% |
| Q1 2023 | $1,900,216 | +212.9% | 40,507 | +204.5% | 0.19% | +257.4% |
| Q4 2022 | $607,246 | +0.7% | 13,302 | +0.0% | 0.05% | -6.9% |
| Q3 2022 | $603,000 | +16.2% | 13,297 | +23.3% | 0.06% | +20.8% |
| Q2 2022 | $519,000 | +43.8% | 10,780 | +51.2% | 0.05% | +71.4% |
| Q1 2022 | $361,000 | +60.4% | 7,131 | +73.1% | 0.03% | +33.3% |
| Q2 2021 | $225,000 | -12.1% | 4,120 | -13.3% | 0.02% | -16.0% |
| Q1 2021 | $256,000 | -23.4% | 4,752 | -26.7% | 0.02% | -77.5% |
| Q4 2016 | $334,000 | – | 6,481 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,138,139 | $59,229,000 | 30.24% |
| Dragon Financial & Investment Group, LLC | 428,533 | $22,301,000 | 19.78% |
| COOPER/HAIMS ADVISORS, LLC | 290,579 | $15,122,000 | 14.00% |
| Live Your Vision, LLC | 707,730 | $36,504,000 | 12.23% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 270,609 | $14,082,000 | 11.53% |
| Alliance Wealth Management Group | 444,714 | $23,142,000 | 11.47% |
| Mokosak Advisory Group, LLC | 259,714 | $13,507,000 | 10.46% |
| Avantax Planning Partners, Inc. | 2,156,326 | $112,215,000 | 10.27% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 299,050 | $15,563,000 | 9.99% |