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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,428,889 | +8.6% | 100,133 | +13.3% | 0.01% | +20.0% |
| Q2 2023 | $4,078,680 | +14.1% | 88,360 | +16.0% | 0.01% | 0.0% |
| Q1 2023 | $3,573,208 | +32.4% | 76,172 | +28.8% | 0.01% | +25.0% |
| Q4 2022 | $2,699,407 | -25.8% | 59,133 | -26.3% | 0.00% | -33.3% |
| Q3 2022 | $3,636,000 | -14.0% | 80,259 | -9.1% | 0.01% | -14.3% |
| Q2 2022 | $4,227,000 | -38.4% | 88,294 | -34.9% | 0.01% | -36.4% |
| Q1 2022 | $6,860,000 | -27.2% | 135,655 | -22.4% | 0.01% | -26.7% |
| Q4 2021 | $9,418,000 | +6.1% | 174,741 | +6.8% | 0.02% | -6.2% |
| Q3 2021 | $8,878,000 | +27.2% | 163,623 | +28.0% | 0.02% | +23.1% |
| Q2 2021 | $6,980,000 | +38.4% | 127,843 | +36.7% | 0.01% | +18.2% |
| Q1 2021 | $5,045,000 | +78.5% | 93,514 | +85.3% | 0.01% | +57.1% |
| Q4 2020 | $2,827,000 | +98.4% | 50,457 | +98.6% | 0.01% | +75.0% |
| Q3 2020 | $1,425,000 | +8.2% | 25,411 | +8.5% | 0.00% | 0.0% |
| Q2 2020 | $1,317,000 | +51.4% | 23,419 | +46.1% | 0.00% | +33.3% |
| Q1 2020 | $870,000 | -25.3% | 16,033 | -26.4% | 0.00% | -25.0% |
| Q4 2019 | $1,164,000 | +76.4% | 21,778 | +77.8% | 0.00% | +33.3% |
| Q3 2019 | $660,000 | +165.1% | 12,251 | +161.2% | 0.00% | +200.0% |
| Q2 2019 | $249,000 | +255.7% | 4,691 | +247.7% | 0.00% | – |
| Q1 2019 | $70,000 | -56.5% | 1,349 | -57.5% | 0.00% | -100.0% |
| Q4 2018 | $161,000 | +631.8% | 3,174 | +633.0% | 0.00% | – |
| Q3 2018 | $22,000 | -24.1% | 433 | -24.6% | 0.00% | – |
| Q2 2018 | $29,000 | -66.3% | 574 | -66.0% | 0.00% | -100.0% |
| Q1 2018 | $86,000 | +50.9% | 1,688 | +53.7% | 0.00% | – |
| Q4 2017 | $57,000 | -39.4% | 1,098 | -38.7% | 0.00% | -100.0% |
| Q3 2017 | $94,000 | -10.5% | 1,792 | -11.2% | 0.00% | 0.0% |
| Q2 2017 | $105,000 | +3400.0% | 2,017 | +3567.3% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 55 | -14.1% | 0.00% | – |
| Q1 2016 | $3,000 | -76.9% | 64 | -74.4% | 0.00% | – |
| Q2 2015 | $13,000 | – | 250 | – | 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% |