SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $407,303 | -70.7% | 8,824 | -70.2% | 0.08% | -71.7% |
| Q1 2023 | $1,388,585 | +1.2% | 29,601 | -1.5% | 0.28% | -3.7% |
| Q4 2022 | $1,371,738 | -2.6% | 30,049 | -3.4% | 0.29% | -10.6% |
| Q3 2022 | $1,409,000 | -27.4% | 31,093 | -23.4% | 0.33% | -16.9% |
| Q2 2022 | $1,942,000 | -6.5% | 40,577 | -1.1% | 0.40% | +14.1% |
| Q1 2022 | $2,076,000 | -36.4% | 41,046 | -32.3% | 0.35% | -33.5% |
| Q4 2021 | $3,266,000 | -20.3% | 60,590 | -17.1% | 0.52% | -39.5% |
| Q4 2020 | $4,097,000 | +175.7% | 73,116 | +175.9% | 0.86% | +30.8% |
| Q3 2020 | $1,486,000 | 0.0% | 26,500 | +0.3% | 0.66% | -14.9% |
| Q2 2020 | $1,486,000 | +3.1% | 26,419 | -0.6% | 0.78% | -17.8% |
| Q1 2020 | $1,442,000 | +12.5% | 26,577 | +10.8% | 0.94% | +16.5% |
| Q4 2019 | $1,282,000 | – | 23,992 | – | 0.81% | – |
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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% |