SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,630,186 | -1.6% | 240,339 | +2.7% | 9.36% | +1.2% |
| Q2 2023 | $10,801,160 | -24.9% | 233,994 | -23.7% | 9.24% | -34.1% |
| Q1 2023 | $14,379,865 | +91.9% | 306,542 | +86.8% | 14.03% | +77.0% |
| Q4 2022 | $7,492,586 | -45.5% | 164,131 | -45.9% | 7.93% | -51.9% |
| Q3 2022 | $13,737,642 | +54.6% | 303,192 | +63.3% | 16.50% | +65.4% |
| Q2 2022 | $8,886,368 | -69.3% | 185,635 | -67.6% | 9.98% | -66.2% |
| Q1 2022 | $28,970,205 | +60.9% | 572,873 | +71.5% | 29.52% | +82.6% |
| Q4 2021 | $18,000,175 | – | 333,955 | – | 16.16% | – |
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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% |