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 | $102,105 | -44.6% | 2,308 | -42.2% | 0.07% | -41.9% |
| Q2 2023 | $184,465 | -0.8% | 3,996 | +0.8% | 0.12% | +1.6% |
| Q1 2023 | $186,021 | +109.2% | 3,965 | +103.6% | 0.12% | +79.4% |
| Q4 2022 | $88,900 | +2.2% | 1,947 | +0.9% | 0.07% | +9.7% |
| Q3 2022 | $87,000 | -5.4% | 1,929 | +0.6% | 0.06% | +1.6% |
| Q2 2022 | $92,000 | +26.0% | 1,917 | +32.5% | 0.06% | +52.5% |
| Q1 2022 | $73,000 | -44.3% | 1,447 | -40.7% | 0.04% | -35.5% |
| Q3 2019 | $131,000 | +10.1% | 2,442 | +8.4% | 0.06% | +6.9% |
| Q2 2019 | $119,000 | +643.8% | 2,252 | +631.2% | 0.06% | +625.0% |
| Q1 2019 | $16,000 | +100.0% | 308 | +97.4% | 0.01% | +60.0% |
| Q4 2018 | $8,000 | – | 156 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |