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 | $438,628 | -15.7% | 9,916 | -12.1% | 0.12% | -17.6% |
Q2 2023 | $520,597 | -17.5% | 11,278 | -16.2% | 0.15% | -27.1% |
Q1 2023 | $631,132 | -25.1% | 13,454 | -27.1% | 0.20% | -33.7% |
Q4 2022 | $842,795 | -26.2% | 18,462 | -26.8% | 0.31% | -33.0% |
Q3 2022 | $1,142,000 | -11.8% | 25,206 | -6.8% | 0.46% | -11.8% |
Q2 2022 | $1,295,000 | -8.2% | 27,058 | -3.0% | 0.52% | +12.9% |
Q1 2022 | $1,410,000 | -12.5% | 27,889 | -6.7% | 0.46% | -8.4% |
Q4 2021 | $1,612,000 | -5.3% | 29,902 | -4.8% | 0.50% | -16.9% |
Q3 2021 | $1,703,000 | -0.8% | 31,395 | -0.1% | 0.60% | -5.0% |
Q2 2021 | $1,716,000 | -18.2% | 31,422 | -19.3% | 0.64% | -22.5% |
Q1 2021 | $2,099,000 | -20.8% | 38,913 | -17.7% | 0.82% | -35.9% |
Q4 2020 | $2,650,000 | -20.3% | 47,300 | -20.2% | 1.28% | -19.6% |
Q3 2020 | $3,324,000 | -63.9% | 59,269 | -63.8% | 1.59% | -66.1% |
Q2 2020 | $9,201,000 | -27.1% | 163,610 | -29.7% | 4.69% | -50.7% |
Q1 2020 | $12,630,000 | -30.4% | 232,729 | -31.5% | 9.51% | -14.5% |
Q4 2019 | $18,146,000 | +13.1% | 339,616 | +14.0% | 11.12% | +5.1% |
Q3 2019 | $16,041,000 | +18.5% | 297,874 | +16.7% | 10.59% | +14.5% |
Q2 2019 | $13,532,000 | +5.1% | 255,313 | +2.9% | 9.25% | -1.7% |
Q1 2019 | $12,875,000 | – | 248,172 | – | 9.41% | – |
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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% |