SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,129,538 | -2.4% | 70,756 | +1.8% | 1.86% | -0.1% |
Q2 2023 | $3,207,889 | -13.3% | 69,495 | -11.9% | 1.86% | -18.6% |
Q1 2023 | $3,700,026 | +115.8% | 78,875 | +110.0% | 2.29% | +95.3% |
Q4 2022 | $1,714,705 | -4.2% | 37,562 | -4.9% | 1.17% | -5.0% |
Q3 2022 | $1,790,000 | -11.5% | 39,502 | -6.5% | 1.23% | -14.5% |
Q2 2022 | $2,023,000 | -5.7% | 42,266 | -0.3% | 1.44% | +5.9% |
Q1 2022 | $2,145,000 | -1.5% | 42,407 | +5.0% | 1.36% | +1.9% |
Q4 2021 | $2,177,000 | +2.3% | 40,394 | +3.0% | 1.34% | -4.4% |
Q3 2021 | $2,128,000 | +2.8% | 39,222 | +3.4% | 1.40% | +9.7% |
Q2 2021 | $2,070,000 | +7.5% | 37,916 | +6.3% | 1.27% | +2.3% |
Q1 2021 | $1,925,000 | +12.6% | 35,679 | +17.0% | 1.24% | +6.5% |
Q4 2020 | $1,709,000 | -4.6% | 30,502 | -4.5% | 1.17% | -19.1% |
Q3 2020 | $1,791,000 | +63.9% | 31,932 | +64.3% | 1.44% | +59.6% |
Q2 2020 | $1,093,000 | +46.7% | 19,438 | +39.4% | 0.90% | +17.7% |
Q4 2019 | $745,000 | – | 13,949 | – | 0.77% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |