SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,687 | -1.6% | 409 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -74.0% | 409 | -73.1% | 0.00% | -71.4% |
| Q2 2022 | $73,000 | -20.7% | 1,518 | -16.5% | 0.01% | -12.5% |
| Q1 2022 | $92,000 | -6.1% | 1,818 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $98,000 | -1.0% | 1,818 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $99,000 | -3.9% | 1,818 | -3.7% | 0.01% | -9.1% |
| Q2 2021 | $103,000 | +1.0% | 1,887 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $102,000 | -5.6% | 1,887 | -1.7% | 0.01% | -14.3% |
| Q4 2020 | $108,000 | +272.4% | 1,920 | +276.5% | 0.01% | +250.0% |
| Q3 2020 | $29,000 | +26.1% | 510 | +24.7% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -8.0% | 409 | -11.5% | 0.00% | -33.3% |
| Q1 2020 | $25,000 | -10.7% | 462 | -12.3% | 0.01% | +20.0% |
| Q4 2019 | $28,000 | +27.3% | 527 | +28.9% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | – | 409 | +13533.3% | 0.01% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | – | 0.00% | – |
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% |