SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,176,158 | +4.5% | 94,420 | +9.0% | 1.40% | +7.5% |
Q2 2023 | $3,996,821 | +37.7% | 86,586 | +37.8% | 1.30% | +37.0% |
Q1 2023 | $2,901,507 | +139.0% | 62,840 | +136.3% | 0.95% | +119.2% |
Q4 2022 | $1,213,808 | +8.4% | 26,589 | +7.6% | 0.43% | +6.7% |
Q3 2022 | $1,120,000 | +2.8% | 24,708 | +8.5% | 0.41% | +9.1% |
Q2 2022 | $1,090,000 | -32.9% | 22,771 | -29.1% | 0.37% | -21.5% |
Q1 2022 | $1,624,000 | -16.8% | 32,117 | -11.4% | 0.47% | -15.5% |
Q4 2021 | $1,953,000 | +8.4% | 36,242 | +9.1% | 0.56% | -39.4% |
Q3 2021 | $1,802,000 | -4.2% | 33,207 | -3.6% | 0.93% | +58.0% |
Q2 2021 | $1,881,000 | +22.5% | 34,442 | +21.0% | 0.59% | +14.7% |
Q1 2021 | $1,535,000 | – | 28,453 | – | 0.51% | – |
Download |
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% |