SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,998,211 | -7.8% | 113,005 | -3.8% | 0.04% | 0.0% |
| Q2 2023 | $5,422,046 | -1.6% | 117,462 | 0.0% | 0.04% | -6.5% |
| Q1 2023 | $5,510,142 | +2.8% | 117,462 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $5,362,140 | -2.9% | 117,462 | -3.6% | 0.05% | -7.8% |
| Q3 2022 | $5,522,000 | -5.3% | 121,882 | 0.0% | 0.05% | +10.9% |
| Q2 2022 | $5,834,000 | -12.8% | 121,882 | -7.8% | 0.05% | +15.0% |
| Q1 2022 | $6,688,000 | -6.2% | 132,248 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $7,128,000 | -0.7% | 132,248 | 0.0% | 0.04% | -14.0% |
| Q3 2021 | $7,176,000 | -0.6% | 132,248 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $7,221,000 | +4.1% | 132,248 | +2.9% | 0.04% | -6.5% |
| Q1 2021 | $6,936,000 | – | 128,562 | – | 0.05% | – |
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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% |