SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 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% | – |
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% |