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 | $1,185,187 | -1.3% | 26,796 | +3.0% | 3.79% | -13.7% |
| Q2 2023 | $1,201,314 | +11.3% | 26,025 | +13.1% | 4.40% | +0.2% |
| Q1 2023 | $1,079,211 | -2.1% | 23,006 | -4.8% | 4.39% | -17.5% |
| Q4 2022 | $1,102,721 | +12.9% | 24,156 | +12.0% | 5.32% | -3.2% |
| Q3 2022 | $977,000 | -7.7% | 21,570 | -2.5% | 5.50% | +2.5% |
| Q2 2022 | $1,059,000 | -2.8% | 22,126 | +2.7% | 5.36% | +9.2% |
| Q1 2022 | $1,089,000 | +3.9% | 21,536 | +10.8% | 4.91% | -4.9% |
| Q4 2021 | $1,048,000 | +18.0% | 19,439 | +18.8% | 5.16% | -2.3% |
| Q3 2021 | $888,000 | +9.5% | 16,364 | +10.2% | 5.28% | -13.4% |
| Q2 2021 | $811,000 | +6.3% | 14,848 | +5.0% | 6.10% | -31.2% |
| Q1 2021 | $763,000 | +18.5% | 14,146 | +22.9% | 8.87% | -38.4% |
| Q4 2020 | $644,000 | – | 11,509 | – | 14.40% | – |
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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% |