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 | $113,450 | -4.2% | 2,565 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $118,401 | -1.6% | 2,565 | 0.0% | 0.08% | -6.0% |
| Q1 2023 | $120,325 | +2.8% | 2,565 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $117,092 | +0.9% | 2,565 | 0.0% | 0.08% | -10.8% |
| Q3 2022 | $116,000 | -5.7% | 2,565 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $123,000 | -5.4% | 2,565 | 0.0% | 0.09% | +19.7% |
| Q1 2022 | $130,000 | -5.8% | 2,565 | 0.0% | 0.08% | +5.6% |
| Q4 2021 | $138,000 | -0.7% | 2,565 | 0.0% | 0.07% | -10.0% |
| Q3 2021 | $139,000 | -0.7% | 2,565 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $140,000 | +1.4% | 2,565 | 0.0% | 0.08% | -11.2% |
| Q1 2021 | $138,000 | -4.2% | 2,565 | 0.0% | 0.09% | -14.4% |
| Q4 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.10% | -20.6% |
| Q3 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.13% | -17.1% |
| Q2 2020 | $144,000 | +3.6% | 2,565 | 0.0% | 0.16% | -9.7% |
| Q1 2020 | $139,000 | +44.8% | 2,565 | +42.5% | 0.18% | +118.8% |
| Q4 2019 | $96,000 | – | 1,800 | – | 0.08% | – |
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% |