SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,831 | -7.5% | 10,193 | -3.5% | 0.01% | -12.5% |
| Q2 2023 | $487,406 | -4.8% | 10,559 | -3.3% | 0.01% | -11.1% |
| Q1 2023 | $512,055 | -13.4% | 10,916 | -15.7% | 0.01% | -18.2% |
| Q4 2022 | $591,165 | +33.4% | 12,950 | +32.4% | 0.01% | +22.2% |
| Q3 2022 | $443,000 | -34.9% | 9,780 | -31.1% | 0.01% | -35.7% |
| Q2 2022 | $680,000 | -15.3% | 14,198 | -10.6% | 0.01% | -6.7% |
| Q1 2022 | $803,000 | +31.2% | 15,888 | +39.9% | 0.02% | +25.0% |
| Q4 2021 | $612,000 | – | 11,360 | – | 0.01% | – |
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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% |