SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,208 | -94.1% | 276 | -93.8% | 0.01% | -94.0% |
| Q2 2023 | $206,705 | -1.6% | 4,478 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $210,063 | +2.6% | 4,478 | -0.1% | 0.14% | -1.4% |
| Q4 2022 | $204,695 | -62.2% | 4,484 | -62.5% | 0.14% | -65.1% |
| Q3 2022 | $541,000 | -17.4% | 11,948 | -12.7% | 0.40% | -13.8% |
| Q2 2022 | $655,000 | +354.9% | 13,686 | +382.2% | 0.46% | +414.6% |
| Q1 2022 | $144,000 | +433.3% | 2,838 | +458.7% | 0.09% | +456.2% |
| Q4 2021 | $27,000 | -3.6% | 508 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $28,000 | 0.0% | 508 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $28,000 | +3.7% | 508 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $27,000 | 0.0% | 507 | +3.7% | 0.02% | -14.3% |
| Q4 2020 | $27,000 | +8.0% | 489 | +9.2% | 0.02% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 448 | +12.0% | 0.02% | +10.5% |
| Q2 2020 | $22,000 | +15.8% | 400 | +13.6% | 0.02% | 0.0% |
| Q1 2020 | $19,000 | -13.6% | 352 | -15.8% | 0.02% | 0.0% |
| Q4 2019 | $22,000 | – | 418 | – | 0.02% | – |
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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% |