SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,578 | -10.1% | 1,347 | -6.2% | 0.06% | -4.6% |
| Q2 2023 | $66,286 | -36.2% | 1,436 | -36.9% | 0.06% | -18.8% |
| Q4 2022 | $103,899 | +3.9% | 2,276 | +9.5% | 0.08% | -7.0% |
| Q2 2022 | $100,000 | -16.7% | 2,079 | -6.4% | 0.09% | +22.9% |
| Q4 2021 | $120,000 | 0.0% | 2,222 | +0.3% | 0.07% | -16.7% |
| Q3 2021 | $120,000 | -62.8% | 2,216 | -61.4% | 0.08% | +10.5% |
| Q2 2020 | $323,000 | – | 5,737 | – | 0.08% | – |
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% |