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 | $23,876 | +1.2% | 539,822 | +5.7% | 0.09% | -3.2% |
| Q2 2023 | $23,585 | -6.6% | 510,948 | -5.1% | 0.09% | -18.3% |
| Q1 2023 | $25,249 | -8.3% | 538,243 | -10.8% | 0.12% | -16.7% |
| Q4 2022 | $27,537 | -99.9% | 603,228 | -20.2% | 0.14% | -32.0% |
| Q3 2022 | $34,230,000 | -28.4% | 755,467 | -24.4% | 0.20% | -30.7% |
| Q2 2022 | $47,815,000 | -31.1% | 998,852 | -27.2% | 0.29% | -28.2% |
| Q1 2022 | $69,353,000 | -3.4% | 1,371,423 | +2.9% | 0.41% | -7.9% |
| Q4 2021 | $71,825,000 | -33.0% | 1,332,566 | -32.5% | 0.44% | -40.9% |
| Q3 2021 | $107,178,000 | -2.7% | 1,975,269 | -2.1% | 0.75% | -11.6% |
| Q2 2021 | $110,152,000 | +158.7% | 2,017,429 | +155.6% | 0.85% | +118.9% |
| Q1 2021 | $42,578,000 | -2.0% | 789,218 | +1.7% | 0.39% | -28.7% |
| Q4 2020 | $43,462,000 | -11.0% | 775,690 | -10.9% | 0.54% | -26.1% |
| Q3 2020 | $48,836,000 | +7.2% | 870,821 | +7.6% | 0.74% | -11.1% |
| Q2 2020 | $45,537,000 | -51.4% | 809,684 | -53.1% | 0.83% | -59.9% |
| Q1 2020 | $93,722,000 | -13.6% | 1,726,973 | -15.0% | 2.06% | -4.8% |
| Q4 2019 | $108,537,000 | +15.8% | 2,031,381 | +16.7% | 2.17% | -1.7% |
| Q3 2019 | $93,726,000 | -3.9% | 1,740,516 | -5.4% | 2.20% | -14.8% |
| Q2 2019 | $97,551,000 | +26699.7% | 1,840,579 | +26152.7% | 2.59% | +32225.0% |
| Q1 2019 | $364,000 | – | 7,011 | – | 0.01% | – |
Download | ||||||
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% |