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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $87,832 | +25.5% | 1,924 | +24.9% | 0.00% | 0.0% |
| Q3 2022 | $70,000 | -84.8% | 1,540 | -83.9% | 0.00% | -90.2% |
| Q2 2022 | $461,000 | -16.3% | 9,582 | -12.0% | 0.04% | +32.3% |
| Q1 2022 | $551,000 | -3.7% | 10,893 | +2.7% | 0.03% | -35.4% |
| Q4 2021 | $572,000 | -8.5% | 10,605 | -8.5% | 0.05% | -4.0% |
| Q1 2021 | $625,000 | -12.6% | 11,590 | -9.2% | 0.05% | -24.2% |
| Q4 2020 | $715,000 | – | 12,763 | – | 0.07% | – |
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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% |