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 | $310,815 | -36.1% | 7,027 | -32.2% | 0.02% | -33.3% |
| Q1 2023 | $486,140 | -19.1% | 10,369 | -21.3% | 0.02% | -14.3% |
| Q4 2022 | $601,265 | +26.8% | 13,171 | +26.0% | 0.03% | 0.0% |
| Q3 2022 | $474,000 | -1.2% | 10,457 | +4.2% | 0.03% | 0.0% |
| Q2 2022 | $480,000 | -3.0% | 10,032 | +2.5% | 0.03% | +55.6% |
| Q1 2022 | $495,000 | +8.6% | 9,791 | +15.7% | 0.02% | +5.9% |
| Q4 2021 | $456,000 | – | 8,462 | – | 0.02% | – |
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% |