SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,250,463 | -4.7% | 73,490 | -0.5% | 1.59% | +1.7% |
| Q2 2023 | $3,411,022 | -0.1% | 73,896 | +1.5% | 1.56% | -1.0% |
| Q1 2023 | $3,415,866 | +7.6% | 72,817 | +4.7% | 1.58% | -3.7% |
| Q4 2022 | $3,173,712 | +38.0% | 69,523 | +37.0% | 1.64% | +37.6% |
| Q3 2022 | $2,300,000 | -19.5% | 50,751 | -14.9% | 1.19% | -13.6% |
| Q2 2022 | $2,856,000 | -45.7% | 59,661 | -42.6% | 1.38% | -39.5% |
| Q1 2022 | $5,259,000 | -7.3% | 103,989 | -1.2% | 2.28% | -9.5% |
| Q4 2021 | $5,673,000 | -20.7% | 105,252 | -20.2% | 2.52% | -26.2% |
| Q3 2021 | $7,155,000 | -16.3% | 131,870 | -15.8% | 3.41% | -17.5% |
| Q2 2021 | $8,553,000 | -1.6% | 156,640 | -2.7% | 4.13% | -6.5% |
| Q1 2021 | $8,689,000 | +0.6% | 161,054 | +4.5% | 4.42% | -5.3% |
| Q4 2020 | $8,636,000 | +4.0% | 154,140 | +4.1% | 4.66% | -7.7% |
| Q3 2020 | $8,303,000 | +2.3% | 148,064 | +2.6% | 5.05% | -3.3% |
| Q2 2020 | $8,118,000 | +0.5% | 144,338 | -3.0% | 5.22% | -14.6% |
| Q1 2020 | $8,076,000 | -0.5% | 148,813 | -2.1% | 6.12% | +14.7% |
| Q4 2019 | $8,120,000 | +1.9% | 151,983 | +2.7% | 5.34% | -4.5% |
| Q3 2019 | $7,967,000 | +3.9% | 147,944 | +2.2% | 5.59% | -1.4% |
| Q2 2019 | $7,670,000 | +6.6% | 144,714 | +4.4% | 5.66% | +6.8% |
| Q1 2019 | $7,195,000 | +15.6% | 138,679 | +12.7% | 5.30% | -3.4% |
| Q4 2018 | $6,225,000 | – | 123,050 | – | 5.49% | – |
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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% |