SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,002,018 | -9.7% | 474,837 | -5.7% | 3.04% | -9.6% |
| Q2 2023 | $23,254,946 | +6.3% | 503,790 | +8.0% | 3.36% | -3.8% |
| Q1 2023 | $21,882,436 | +50.4% | 466,477 | +46.3% | 3.49% | +36.9% |
| Q4 2022 | $14,554,224 | +10.7% | 318,822 | +9.9% | 2.55% | -7.6% |
| Q3 2022 | $13,149,000 | +11.1% | 290,195 | +17.3% | 2.76% | +5.4% |
| Q2 2022 | $11,840,000 | +37.3% | 247,328 | +45.0% | 2.62% | +52.1% |
| Q1 2022 | $8,625,000 | – | 170,551 | – | 1.72% | – |
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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% |