SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,505 | -10.9% | 10,706 | -7.0% | 0.32% | -8.5% |
| Q2 2023 | $531,281 | -1.4% | 11,510 | +0.3% | 0.35% | -6.4% |
| Q1 2023 | $538,553 | +0.1% | 11,481 | -2.6% | 0.38% | -5.3% |
| Q4 2022 | $538,245 | -1.8% | 11,791 | -2.6% | 0.40% | -9.2% |
| Q3 2022 | $548,000 | -5.5% | 12,101 | -0.1% | 0.44% | -2.0% |
| Q2 2022 | $580,000 | -27.6% | 12,110 | -23.5% | 0.45% | -19.9% |
| Q1 2022 | $801,000 | -91.1% | 15,837 | -90.6% | 0.56% | -91.3% |
| Q4 2021 | $9,044,000 | – | 167,788 | – | 6.38% | – |
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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% |