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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $378,000 | -5.7% | 8,349 | -0.3% | 0.19% | -3.5% |
| Q2 2022 | $401,000 | -5.4% | 8,374 | -0.2% | 0.20% | +11.0% |
| Q1 2022 | $424,000 | -21.0% | 8,388 | -15.7% | 0.18% | -17.4% |
| Q4 2021 | $537,000 | -16.0% | 9,956 | -15.5% | 0.22% | -20.9% |
| Q3 2021 | $639,000 | -10.0% | 11,777 | -10.6% | 0.28% | -19.2% |
| Q1 2021 | $710,000 | -91.6% | 13,171 | -91.3% | 0.34% | -91.6% |
| Q4 2020 | $8,475,000 | -8.9% | 151,271 | -8.6% | 4.07% | +180.6% |
| Q3 2020 | $9,299,000 | +0.6% | 165,533 | +0.7% | 1.45% | -70.5% |
| Q2 2020 | $9,244,000 | +24.3% | 164,360 | +19.9% | 4.91% | +7.0% |
| Q1 2020 | $7,437,000 | -27.5% | 137,036 | -28.6% | 4.59% | -13.6% |
| Q4 2019 | $10,253,000 | +10.7% | 191,887 | +11.6% | 5.31% | +11.2% |
| Q3 2019 | $9,261,000 | -7.3% | 171,983 | -8.8% | 4.78% | +11.7% |
| Q2 2019 | $9,991,000 | +15.7% | 188,512 | +13.3% | 4.28% | -30.3% |
| Q1 2019 | $8,633,000 | +62.9% | 166,403 | +58.9% | 6.14% | +41.8% |
| Q4 2018 | $5,298,000 | -33.4% | 104,719 | -33.8% | 4.33% | -24.0% |
| Q3 2018 | $7,950,000 | – | 158,215 | – | 5.70% | – |
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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% |