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 | $557,866 | +1.2% | 12,613 | +5.6% | 0.50% | -0.8% |
| Q2 2023 | $551,202 | +12.6% | 11,941 | +3.3% | 0.50% | +2.6% |
| Q1 2023 | $489,576 | +5.5% | 11,563 | +13.8% | 0.49% | -3.7% |
| Q4 2022 | $463,892 | -0.0% | 10,162 | -0.7% | 0.51% | -9.2% |
| Q3 2022 | $464,000 | -6.8% | 10,233 | -1.6% | 0.56% | -6.2% |
| Q2 2022 | $498,000 | -5.7% | 10,396 | -0.5% | 0.60% | +8.1% |
| Q1 2022 | $528,000 | -6.7% | 10,445 | -0.6% | 0.56% | -3.0% |
| Q4 2021 | $566,000 | – | 10,509 | – | 0.57% | – |
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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% |