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 | $82,589,133 | -6.6% | 1,867,265 | -2.5% | 0.02% | -5.6% |
| Q2 2023 | $88,415,743 | -1.9% | 1,915,419 | -0.3% | 0.02% | -5.3% |
| Q1 2023 | $90,132,454 | -1.8% | 1,921,391 | -4.5% | 0.02% | -9.5% |
| Q4 2022 | $91,815,893 | +6325.2% | 2,011,301 | +7784.1% | 0.02% | – |
| Q4 2020 | $1,429,000 | +31.0% | 25,511 | +31.1% | 0.00% | – |
| Q3 2020 | $1,091,000 | +62.8% | 19,458 | +63.2% | 0.00% | – |
| Q2 2020 | $670,000 | +65.4% | 11,921 | +59.6% | 0.00% | – |
| Q1 2020 | $405,000 | -85.6% | 7,467 | -85.8% | 0.00% | -100.0% |
| Q4 2019 | $2,817,000 | -72.2% | 52,732 | -71.9% | 0.00% | -66.7% |
| Q3 2019 | $10,115,000 | -24.2% | 187,834 | -25.4% | 0.00% | -25.0% |
| Q2 2019 | $13,336,000 | +115.4% | 251,625 | +110.9% | 0.00% | +100.0% |
| Q1 2019 | $6,190,000 | +43.6% | 119,307 | +40.0% | 0.00% | +100.0% |
| Q4 2018 | $4,311,000 | -28.1% | 85,220 | -28.6% | 0.00% | -50.0% |
| Q3 2018 | $5,995,000 | +264.9% | 119,310 | +270.6% | 0.00% | – |
| Q1 2018 | $1,643,000 | -73.5% | 32,195 | -73.0% | 0.00% | -100.0% |
| Q4 2017 | $6,209,000 | -20.7% | 119,304 | -20.2% | 0.00% | -50.0% |
| Q3 2017 | $7,832,000 | +0.4% | 149,578 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $7,797,000 | +47.6% | 149,224 | +47.9% | 0.00% | 0.0% |
| Q4 2012 | $5,282,000 | -71.3% | 100,926 | -71.8% | 0.00% | -77.8% |
| Q1 2012 | $18,413,000 | – | 357,603 | – | 0.01% | – |
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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% |