SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $257,000 | -0.8% | 4,769 | 0.0% | 0.17% | -12.6% |
| Q3 2021 | $259,000 | +16.1% | 4,769 | +15.6% | 0.20% | +6.5% |
| Q1 2021 | $223,000 | -3.5% | 4,126 | 0.0% | 0.19% | -9.3% |
| Q4 2020 | $231,000 | 0.0% | 4,126 | 0.0% | 0.20% | -12.0% |
| Q3 2020 | $231,000 | -80.1% | 4,126 | -80.0% | 0.23% | -12.1% |
| Q2 2020 | $1,160,000 | +3.6% | 20,630 | 0.0% | 0.26% | -11.1% |
| Q1 2020 | $1,120,000 | +348.0% | 20,630 | +341.3% | 0.30% | +17.3% |
| Q4 2019 | $250,000 | +0.4% | 4,675 | +1.1% | 0.25% | -12.4% |
| Q3 2019 | $249,000 | – | 4,622 | – | 0.29% | – |
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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% |