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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,588 | +39.2% | 33,869 | +35.4% | 1.40% | +22.8% |
| Q4 2022 | $1,141 | -100.0% | 25,006 | -72.4% | 1.14% | -67.7% |
| Q3 2022 | $4,110,000 | -52.8% | 90,713 | -50.1% | 3.53% | -15.4% |
| Q2 2022 | $8,708,000 | +484.8% | 181,930 | +562.6% | 4.17% | +132.4% |
| Q3 2021 | $1,489,000 | -87.5% | 27,459 | -87.1% | 1.79% | -77.2% |
| Q4 2020 | $11,893,000 | +121.7% | 212,279 | +121.9% | 7.87% | +58.1% |
| Q3 2020 | $5,365,000 | +110.2% | 95,673 | +110.8% | 4.98% | +72.1% |
| Q2 2020 | $2,552,000 | -13.8% | 45,377 | -16.8% | 2.89% | -21.7% |
| Q1 2020 | $2,959,000 | – | 54,526 | – | 3.69% | – |
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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% |