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 | $79,411 | -21.7% | 1,795 | -18.3% | 0.03% | -16.2% |
Q2 2023 | $101,360 | -1.1% | 2,196 | +0.5% | 0.04% | -15.9% |
Q1 2023 | $102,513 | +65.0% | 2,185 | +60.5% | 0.04% | +25.7% |
Q4 2022 | $62,129 | -21.4% | 1,361 | -21.8% | 0.04% | -31.4% |
Q3 2022 | $79,000 | -25.5% | 1,740 | -21.4% | 0.05% | -17.7% |
Q2 2022 | $106,000 | +171.8% | 2,215 | +278.6% | 0.06% | +138.5% |
Q1 2022 | $39,000 | – | 585 | – | 0.03% | – |
Download |
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% |