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 | $201,410 | -3.8% | 4,554 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $209,382 | -22.5% | 4,536 | -21.2% | 0.02% | -32.0% |
| Q1 2023 | $270,060 | +2.8% | 5,757 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $262,807 | +1.1% | 5,757 | +0.4% | 0.03% | -10.0% |
| Q3 2022 | $260,000 | -5.5% | 5,736 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $275,000 | -11.3% | 5,736 | -6.5% | 0.03% | +3.3% |
| Q1 2022 | $310,000 | -6.3% | 6,136 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $331,000 | -1.2% | 6,136 | 0.0% | 0.03% | -13.9% |
| Q3 2021 | $335,000 | 0.0% | 6,136 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $335,000 | -2.0% | 6,136 | -3.1% | 0.04% | -7.7% |
| Q1 2021 | $342,000 | -6.0% | 6,334 | -2.4% | 0.04% | -13.3% |
| Q4 2020 | $364,000 | +0.3% | 6,491 | +0.0% | 0.04% | -8.2% |
| Q3 2020 | $363,000 | -18.2% | 6,489 | -17.9% | 0.05% | -24.6% |
| Q2 2020 | $444,000 | +63.8% | 7,902 | +58.4% | 0.06% | +20.4% |
| Q1 2020 | $271,000 | – | 4,990 | – | 0.05% | – |
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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% |