SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | -5.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -5.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | -6.5% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | -0.4% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $279,000 | -0.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 5,150 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $278,000 | -3.8% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $289,000 | 0.0% | 5,150 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $289,000 | -0.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $290,000 | +3.9% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $279,000 | +1.5% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $275,000 | -0.7% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | +1.5% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +2.2% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +2.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $261,000 | +0.8% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $259,000 | +15.1% | 5,150 | +15.7% | 0.01% | 0.0% |
| Q2 2018 | $225,000 | -0.9% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $227,000 | -2.2% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +12.1% | 4,450 | +12.7% | 0.01% | 0.0% |
| Q3 2017 | $207,000 | – | 3,950 | – | 0.01% | – |
Download | ||||||
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% |