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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,138,139 | $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% |