SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,320 | +50.7% | 14,364 | +57.2% | 0.55% | +48.5% |
| Q2 2023 | $421,684 | -1.9% | 9,135 | -0.3% | 0.37% | -9.2% |
| Q1 2023 | $429,833 | +2.8% | 9,163 | +0.1% | 0.41% | -6.6% |
| Q4 2022 | $418,055 | +0.5% | 9,158 | -0.2% | 0.44% | -3.1% |
| Q3 2022 | $416,000 | -6.7% | 9,175 | -1.6% | 0.45% | -3.4% |
| Q2 2022 | $446,000 | -6.7% | 9,322 | -1.4% | 0.47% | +3.5% |
| Q1 2022 | $478,000 | +11.2% | 9,453 | +18.6% | 0.45% | +9.4% |
| Q4 2021 | $430,000 | – | 7,972 | – | 0.42% | – |
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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% |