SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,504 | +191.8% | 22,914 | +204.5% | 0.01% | +175.0% |
| Q2 2023 | $347,311 | +14.5% | 7,524 | +16.4% | 0.00% | 0.0% |
| Q1 2023 | $303,307 | -87.5% | 6,466 | -87.8% | 0.00% | -87.5% |
| Q4 2022 | $2,429,375 | +166.4% | 53,217 | +179.3% | 0.03% | +128.6% |
| Q2 2022 | $912,000 | +19.8% | 19,054 | +26.7% | 0.01% | +40.0% |
| Q1 2022 | $761,000 | -46.3% | 15,037 | -42.8% | 0.01% | -52.4% |
| Q4 2021 | $1,416,000 | +49.7% | 26,279 | +50.5% | 0.02% | +31.2% |
| Q3 2021 | $946,000 | -5.2% | 17,462 | -4.5% | 0.02% | -11.1% |
| Q2 2021 | $998,000 | +87.6% | 18,287 | +85.2% | 0.02% | +63.6% |
| Q1 2021 | $532,000 | -4.7% | 9,873 | -0.7% | 0.01% | -15.4% |
| Q4 2020 | $558,000 | -22.8% | 9,943 | -22.8% | 0.01% | +8.3% |
| Q3 2020 | $723,000 | +29.1% | 12,880 | +29.6% | 0.01% | -25.0% |
| Q2 2020 | $560,000 | -9.1% | 9,938 | -12.2% | 0.02% | -11.1% |
| Q1 2020 | $616,000 | – | 11,321 | – | 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% |