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 | $646,819 | +72.5% | 14,624 | +95.5% | 0.07% | +9.0% |
| Q3 2018 | $375,000 | +7.1% | 7,480 | +8.2% | 0.07% | +1.5% |
| Q2 2018 | $350,000 | -2.0% | 6,916 | -1.0% | 0.07% | -20.5% |
| Q1 2018 | $357,000 | +0.6% | 6,988 | +2.4% | 0.08% | +22.1% |
| Q4 2017 | $355,000 | -12.8% | 6,825 | -12.2% | 0.07% | -19.0% |
| Q3 2017 | $407,000 | +0.2% | 7,774 | 0.0% | 0.08% | -4.5% |
| Q2 2017 | $406,000 | +0.7% | 7,774 | 0.0% | 0.09% | -9.3% |
| Q1 2017 | $403,000 | – | 7,774 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |