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 | $387,101 | -30.1% | 8,752 | -27.0% | 0.31% | -25.8% |
| Q2 2023 | $553,459 | +46.3% | 11,990 | +48.6% | 0.42% | +47.0% |
| Q1 2023 | $378,376 | +10.0% | 8,066 | +7.0% | 0.29% | +19.6% |
| Q4 2022 | $344,110 | -33.3% | 7,538 | -33.9% | 0.24% | -36.5% |
| Q3 2022 | $516,000 | +111.5% | 11,399 | +123.3% | 0.38% | +126.3% |
| Q2 2022 | $244,000 | -1.6% | 5,105 | 0.0% | 0.17% | +3.1% |
| Q1 2022 | $248,000 | – | 5,105 | – | 0.16% | – |
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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% |