SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,836 | -4.9% | 9,221 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $428,953 | +12.5% | 9,293 | +14.3% | 0.01% | 0.0% |
| Q1 2023 | $381,378 | +8.0% | 8,130 | +5.1% | 0.01% | 0.0% |
| Q4 2022 | $352,993 | +0.6% | 7,733 | -0.2% | 0.01% | -16.7% |
| Q3 2022 | $351,000 | -9.3% | 7,748 | +1.3% | 0.01% | +20.0% |
| Q1 2022 | $387,000 | +6.9% | 7,649 | +13.9% | 0.01% | 0.0% |
| Q4 2021 | $362,000 | -1.4% | 6,716 | -0.8% | 0.01% | -16.7% |
| Q3 2021 | $367,000 | -5.7% | 6,767 | -5.1% | 0.01% | 0.0% |
| Q2 2021 | $389,000 | +2.9% | 7,130 | +1.7% | 0.01% | -14.3% |
| Q1 2021 | $378,000 | -63.5% | 7,011 | -65.7% | 0.01% | -69.6% |
| Q2 2018 | $1,035,000 | +106.6% | 20,444 | +108.4% | 0.02% | +109.1% |
| Q1 2018 | $501,000 | -11.6% | 9,810 | -13.0% | 0.01% | -50.0% |
| Q4 2013 | $567,000 | – | 11,275 | – | 0.02% | – |
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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% |