SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915,348 | -13.3% | 20,695 | -9.5% | 0.52% | -7.9% |
| Q2 2023 | $1,055,534 | +12.4% | 22,867 | +14.2% | 0.57% | -0.3% |
| Q1 2023 | $938,990 | +16.6% | 20,017 | +13.5% | 0.57% | -0.5% |
| Q4 2022 | $805,274 | -3.1% | 17,640 | -3.8% | 0.58% | -20.1% |
| Q3 2022 | $831,000 | -6.8% | 18,337 | -1.6% | 0.72% | -1.1% |
| Q2 2022 | $892,000 | +6.2% | 18,626 | +12.2% | 0.73% | +62.9% |
| Q1 2022 | $840,000 | – | 16,606 | – | 0.45% | – |
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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% |