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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $931 | -2.0% | 20,176 | -0.3% | 0.30% | -6.6% |
| Q1 2023 | $950 | -6.9% | 20,246 | -9.4% | 0.32% | -15.1% |
| Q4 2022 | $1,020 | -99.9% | 22,339 | -24.3% | 0.37% | -23.8% |
| Q3 2022 | $1,336,000 | -29.0% | 29,496 | -25.0% | 0.49% | -20.5% |
| Q2 2022 | $1,883,000 | -31.4% | 39,336 | -27.6% | 0.61% | -15.0% |
| Q1 2022 | $2,746,000 | -22.8% | 54,307 | -17.7% | 0.72% | -18.4% |
| Q4 2021 | $3,558,000 | -10.1% | 66,002 | -9.5% | 0.88% | -17.5% |
| Q3 2021 | $3,958,000 | -14.2% | 72,937 | -13.7% | 1.07% | -15.8% |
| Q2 2021 | $4,612,000 | +4.6% | 84,478 | +3.4% | 1.28% | -2.4% |
| Q1 2021 | $4,408,000 | +7.9% | 81,709 | +12.1% | 1.31% | -1.2% |
| Q4 2020 | $4,085,000 | +69.8% | 72,899 | +69.9% | 1.32% | +47.7% |
| Q3 2020 | $2,406,000 | +63.1% | 42,896 | +63.5% | 0.90% | +49.1% |
| Q2 2020 | $1,475,000 | +308.6% | 26,230 | +294.6% | 0.60% | +232.0% |
| Q1 2020 | $361,000 | -80.5% | 6,647 | -80.8% | 0.18% | -76.6% |
| Q4 2019 | $1,849,000 | +2.2% | 34,599 | +2.9% | 0.78% | -9.9% |
| Q3 2019 | $1,810,000 | +5.7% | 33,613 | +4.0% | 0.86% | +3.0% |
| Q2 2019 | $1,713,000 | -35.5% | 32,320 | -36.9% | 0.84% | -34.2% |
| Q1 2019 | $2,656,000 | +14.1% | 51,198 | +11.3% | 1.27% | +9.2% |
| Q4 2018 | $2,327,000 | +781.4% | 45,993 | +774.2% | 1.16% | +910.4% |
| Q3 2018 | $264,000 | -89.5% | 5,261 | -89.4% | 0.12% | -90.1% |
| Q2 2018 | $2,518,000 | +0.2% | 49,717 | +1.0% | 1.16% | -2.4% |
| Q1 2018 | $2,512,000 | +17.6% | 49,240 | +20.0% | 1.19% | +11.8% |
| Q4 2017 | $2,136,000 | +5.2% | 41,048 | +5.8% | 1.06% | +3.9% |
| Q3 2017 | $2,031,000 | +14.9% | 38,787 | +14.7% | 1.02% | +8.1% |
| Q2 2017 | $1,767,000 | +11.1% | 33,818 | +10.1% | 0.94% | +7.0% |
| Q1 2017 | $1,591,000 | +29.6% | 30,728 | +28.9% | 0.88% | +15.3% |
| Q4 2016 | $1,228,000 | +4.6% | 23,838 | +8.9% | 0.77% | -0.4% |
| Q3 2016 | $1,174,000 | – | 21,881 | – | 0.77% | – |
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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% |