SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,346 | -4.3% | 6,863 | -2.1% | 0.20% | +14.5% |
| Q2 2023 | $318,094 | -1.2% | 7,007 | +0.3% | 0.18% | -9.1% |
| Q1 2023 | $322,026 | -2.2% | 6,988 | +0.6% | 0.20% | -1.5% |
| Q4 2022 | $329,422 | -1.1% | 6,948 | -4.6% | 0.20% | +1.0% |
| Q3 2022 | $333,000 | -9.3% | 7,284 | -3.5% | 0.20% | -23.3% |
| Q2 2022 | $367,000 | -31.9% | 7,545 | -26.5% | 0.26% | -7.5% |
| Q1 2022 | $539,000 | 0.0% | 10,267 | 0.0% | 0.28% | 0.0% |
| Q4 2021 | $539,000 | -35.1% | 10,267 | -33.1% | 0.28% | -29.5% |
| Q3 2021 | $830,000 | +28.9% | 15,338 | +30.5% | 0.40% | +7.6% |
| Q2 2021 | $644,000 | -9.9% | 11,757 | -11.3% | 0.37% | -24.3% |
| Q1 2021 | $715,000 | -84.6% | 13,262 | -84.0% | 0.49% | -83.5% |
| Q4 2020 | $4,628,000 | -50.3% | 82,763 | -50.3% | 2.95% | -62.3% |
| Q3 2020 | $9,317,000 | +660.0% | 166,667 | +671.5% | 7.82% | +516.4% |
| Q2 2020 | $1,226,000 | +20.7% | 21,602 | +18.1% | 1.27% | -22.9% |
| Q1 2020 | $1,016,000 | – | 18,290 | – | 1.64% | – |
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% |