SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,661,272 | +7.5% | 308,869 | +12.2% | 0.01% | +10.0% |
Q2 2023 | $12,711,932 | +4.1% | 275,388 | +5.8% | 0.01% | -9.1% |
Q1 2023 | $12,209,969 | +636.2% | 260,285 | +616.4% | 0.01% | +450.0% |
Q4 2022 | $1,658,514 | +633.9% | 36,331 | +668.9% | 0.00% | – |
Q2 2022 | $226,000 | +7.6% | 4,725 | +21.0% | 0.00% | – |
Q4 2021 | $210,000 | -13.6% | 3,905 | -13.0% | 0.00% | – |
Q3 2021 | $243,000 | +0.4% | 4,486 | +3.9% | 0.00% | – |
Q4 2020 | $242,000 | -19.6% | 4,318 | -19.6% | 0.00% | – |
Q3 2020 | $301,000 | +43.3% | 5,369 | +38.7% | 0.00% | – |
Q1 2020 | $210,000 | -20.5% | 3,871 | -25.8% | 0.00% | – |
Q4 2018 | $264,000 | -67.1% | 5,219 | -67.4% | 0.00% | -100.0% |
Q3 2018 | $803,000 | -11.7% | 15,990 | -10.9% | 0.00% | -50.0% |
Q2 2018 | $909,000 | -3.1% | 17,942 | -2.4% | 0.00% | 0.0% |
Q1 2018 | $938,000 | +51.3% | 18,376 | +54.3% | 0.00% | +100.0% |
Q4 2017 | $620,000 | +27.8% | 11,912 | +28.5% | 0.00% | 0.0% |
Q3 2017 | $485,000 | +71.4% | 9,270 | +71.0% | 0.00% | 0.0% |
Q2 2017 | $283,000 | – | 5,420 | – | 0.00% | – |
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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% |