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 | $3,467,285 | +29.3% | 78,392 | +34.9% | 0.24% | +38.6% |
| Q2 2023 | $2,682,401 | +3.8% | 58,111 | +5.4% | 0.18% | +23.9% |
| Q1 2023 | $2,585,261 | +35.7% | 55,111 | +32.1% | 0.14% | +14.5% |
| Q4 2022 | $1,904,594 | +12.5% | 41,722 | +11.7% | 0.12% | +1.6% |
| Q3 2022 | $1,693,000 | -40.2% | 37,357 | -36.9% | 0.12% | -39.3% |
| Q2 2022 | $2,833,000 | +34.8% | 59,175 | +42.5% | 0.20% | +55.8% |
| Q1 2022 | $2,101,000 | +123.7% | 41,537 | +138.4% | 0.13% | +122.4% |
| Q4 2021 | $939,000 | – | 17,421 | – | 0.06% | – |
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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% |