SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,152,995 | -45.9% | 116,505 | -43.5% | 0.47% | -41.2% |
| Q2 2023 | $9,523,341 | -6.4% | 206,312 | -4.9% | 0.80% | -10.3% |
| Q1 2023 | $10,176,971 | +0.7% | 216,947 | +1.1% | 0.90% | +2.1% |
| Q4 2022 | $10,110,481 | -3.9% | 214,569 | -7.6% | 0.88% | -19.1% |
| Q3 2022 | $10,525,000 | -4.2% | 232,300 | +1.2% | 1.08% | +1.2% |
| Q2 2022 | $10,984,000 | -26.5% | 229,473 | -22.3% | 1.07% | -17.2% |
| Q1 2022 | $14,940,000 | +2.1% | 295,441 | +8.8% | 1.30% | +4.4% |
| Q4 2021 | $14,637,000 | +2.7% | 271,561 | +3.4% | 1.24% | -3.6% |
| Q3 2021 | $14,250,000 | -0.2% | 262,634 | +0.4% | 1.29% | -2.7% |
| Q2 2021 | $14,283,000 | +2.8% | 261,606 | +1.6% | 1.32% | -3.9% |
| Q1 2021 | $13,896,000 | +242.0% | 257,580 | +255.1% | 1.38% | +124.1% |
| Q4 2020 | $4,063,000 | -69.5% | 72,531 | -69.5% | 0.61% | -61.4% |
| Q3 2020 | $13,316,000 | -99.9% | 237,455 | +3.8% | 1.59% | -2.4% |
| Q2 2020 | $12,869,612,000 | +107631.6% | 228,833 | +4.0% | 1.63% | -10.3% |
| Q1 2020 | $11,946,000 | +1.7% | 220,137 | +0.1% | 1.82% | +19.6% |
| Q4 2019 | $11,748,000 | -4.9% | 219,886 | -3.7% | 1.52% | -11.1% |
| Q3 2019 | $12,350,000 | +9.8% | 228,288 | +7.6% | 1.71% | +8.4% |
| Q2 2019 | $11,244,000 | +13.7% | 212,161 | +11.3% | 1.57% | +8.3% |
| Q1 2019 | $9,889,000 | – | 190,618 | – | 1.45% | – |
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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% |