SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,911 | -7.0% | 11,164 | -1.0% | 0.43% | +6.7% |
| Q2 2023 | $519,242 | +0.0% | 11,279 | +2.1% | 0.40% | -4.3% |
| Q1 2023 | $519,178 | -18.4% | 11,051 | -20.3% | 0.42% | -25.6% |
| Q4 2022 | $636,605 | -2.5% | 13,860 | -2.9% | 0.57% | -3.9% |
| Q3 2022 | $653,000 | -7.8% | 14,272 | -3.5% | 0.59% | -12.7% |
| Q2 2022 | $708,000 | -3.8% | 14,788 | +1.2% | 0.68% | +19.3% |
| Q1 2022 | $736,000 | -17.3% | 14,617 | -11.4% | 0.57% | -10.2% |
| Q4 2021 | $890,000 | – | 16,506 | – | 0.63% | – |
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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% |