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 | $5,566,611 | -34.2% | 125,856 | -31.3% | 0.00% | 0.0% |
| Q2 2023 | $8,454,368 | +3.8% | 183,153 | +5.5% | 0.00% | 0.0% |
| Q1 2023 | $8,146,625 | -40.5% | 173,665 | -42.1% | 0.00% | -50.0% |
| Q4 2022 | $13,695,959 | +181.1% | 300,021 | +179.0% | 0.00% | +100.0% |
| Q3 2022 | $4,872,000 | -22.0% | 107,542 | -17.6% | 0.00% | 0.0% |
| Q2 2022 | $6,248,000 | +23.3% | 130,515 | +30.3% | 0.00% | 0.0% |
| Q1 2022 | $5,066,000 | -54.2% | 100,196 | -51.2% | 0.00% | 0.0% |
| Q4 2021 | $11,069,000 | +111.3% | 205,353 | +112.7% | 0.00% | 0.0% |
| Q3 2021 | $5,239,000 | +2.6% | 96,553 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $5,107,000 | -11.0% | 93,547 | -12.1% | 0.00% | 0.0% |
| Q1 2021 | $5,740,000 | -0.8% | 106,386 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $5,789,000 | +32.3% | 103,330 | +32.5% | 0.00% | 0.0% |
| Q3 2020 | $4,375,000 | -14.3% | 78,010 | -14.1% | 0.00% | 0.0% |
| Q2 2020 | $5,107,000 | -26.8% | 90,820 | -29.4% | 0.00% | -50.0% |
| Q1 2020 | $6,978,000 | -65.7% | 128,577 | -66.3% | 0.00% | -60.0% |
| Q4 2019 | $20,363,000 | -2.6% | 381,120 | -1.8% | 0.01% | -16.7% |
| Q3 2019 | $20,896,000 | +45.2% | 388,031 | +42.9% | 0.01% | +50.0% |
| Q2 2019 | $14,393,000 | +5.7% | 271,559 | +3.5% | 0.00% | 0.0% |
| Q1 2019 | $13,612,000 | +7.9% | 262,366 | +5.3% | 0.00% | 0.0% |
| Q4 2018 | $12,610,000 | +412.8% | 249,252 | +409.3% | 0.00% | +300.0% |
| Q3 2018 | $2,459,000 | -56.1% | 48,941 | -55.8% | 0.00% | -50.0% |
| Q2 2018 | $5,603,000 | -22.5% | 110,652 | -21.9% | 0.00% | 0.0% |
| Q1 2018 | $7,227,000 | +2.8% | 141,665 | +4.9% | 0.00% | 0.0% |
| Q4 2017 | $7,031,000 | -33.6% | 135,092 | -33.2% | 0.00% | -33.3% |
| Q3 2017 | $10,594,000 | +15.3% | 202,318 | +15.1% | 0.00% | 0.0% |
| Q2 2017 | $9,187,000 | -41.9% | 175,815 | -42.4% | 0.00% | +50.0% |
| Q1 2017 | $15,800,000 | +138.7% | 305,060 | +137.4% | 0.00% | +100.0% |
| Q4 2016 | $6,618,000 | -62.6% | 128,490 | -61.0% | 0.00% | -83.3% |
| Q3 2016 | $17,692,000 | +33.1% | 329,649 | +33.2% | 0.01% | +20.0% |
| Q2 2016 | $13,293,000 | +159.7% | 247,449 | +155.3% | 0.01% | +150.0% |
| Q1 2016 | $5,119,000 | +38.2% | 96,921 | +34.8% | 0.00% | +100.0% |
| Q4 2015 | $3,703,000 | +341.4% | 71,906 | +347.3% | 0.00% | – |
| Q3 2015 | $839,000 | +822.0% | 16,074 | +818.0% | 0.00% | – |
| Q2 2015 | $91,000 | -42.8% | 1,751 | -41.8% | 0.00% | – |
| Q1 2015 | $159,000 | -64.3% | 3,007 | -64.7% | 0.00% | – |
| Q4 2014 | $446,000 | +28.5% | 8,518 | +27.1% | 0.00% | – |
| Q3 2014 | $347,000 | -63.6% | 6,700 | -63.5% | 0.00% | – |
| Q2 2014 | $953,000 | +3076.7% | 18,360 | +3093.0% | 0.00% | – |
| Q1 2014 | $30,000 | -97.8% | 575 | -97.9% | 0.00% | -100.0% |
| Q4 2013 | $1,356,000 | – | 26,965 | – | 0.00% | – |
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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% |