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 | $188,859 | -3.5% | 4,270 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $195,777 | -1.0% | 4,241 | +0.6% | 0.06% | -5.1% |
| Q1 2023 | $197,739 | +3.2% | 4,215 | +0.4% | 0.06% | -1.7% |
| Q4 2022 | $191,655 | +1.4% | 4,198 | +0.7% | 0.06% | -4.8% |
| Q3 2022 | $189,000 | -15.2% | 4,167 | -10.5% | 0.06% | -17.1% |
| Q2 2022 | $223,000 | -15.5% | 4,656 | -11.0% | 0.08% | -2.6% |
| Q1 2022 | $264,000 | -14.6% | 5,229 | -8.9% | 0.08% | -17.9% |
| Q4 2021 | $309,000 | +2.0% | 5,738 | +2.6% | 0.10% | -5.9% |
| Q3 2021 | $303,000 | -1.0% | 5,591 | -0.3% | 0.10% | 0.0% |
| Q2 2021 | $306,000 | +6.6% | 5,609 | +5.3% | 0.10% | +4.1% |
| Q1 2021 | $287,000 | +3.6% | 5,325 | +7.8% | 0.10% | -2.0% |
| Q4 2020 | $277,000 | +9.1% | 4,938 | +9.2% | 0.10% | -3.9% |
| Q3 2020 | $254,000 | +5.0% | 4,523 | +4.9% | 0.10% | -1.9% |
| Q2 2020 | $242,000 | +5.2% | 4,310 | +1.6% | 0.10% | -8.7% |
| Q1 2020 | $230,000 | -11.9% | 4,243 | -13.0% | 0.12% | +9.5% |
| Q4 2019 | $261,000 | – | 4,877 | – | 0.10% | – |
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% |