SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $130,310 | -1.6% | 2,823 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $132,427 | -95.5% | 2,823 | -95.2% | 0.02% | -98.0% |
| Q3 2018 | $2,965,000 | -69.3% | 59,013 | -69.1% | 0.75% | -76.8% |
| Q2 2018 | $9,673,000 | -2.2% | 191,018 | -1.4% | 3.22% | -3.1% |
| Q1 2018 | $9,889,000 | +2.5% | 193,821 | +5.0% | 3.32% | +1.6% |
| Q2 2017 | $9,647,000 | -2.6% | 184,641 | -3.5% | 3.27% | -5.5% |
| Q1 2017 | $9,905,000 | -20.9% | 191,247 | -21.3% | 3.46% | -22.5% |
| Q4 2016 | $12,521,000 | -1.2% | 243,126 | +2.9% | 4.46% | -2.3% |
| Q3 2016 | $12,678,000 | +13.2% | 236,213 | +13.3% | 4.57% | +10.5% |
| Q2 2016 | $11,202,000 | – | 208,526 | – | 4.13% | – |
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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% |