SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,268,860 | -28.8% | 28,688 | -25.7% | 0.02% | -32.1% |
Q2 2023 | $1,781,503 | -4.8% | 38,594 | -3.2% | 0.03% | -20.0% |
Q1 2023 | $1,871,015 | +7.1% | 39,886 | +4.2% | 0.04% | -18.6% |
Q4 2022 | $1,747,043 | -8.1% | 38,270 | -8.7% | 0.04% | -27.1% |
Q3 2022 | $1,900,000 | -6.7% | 41,925 | -1.4% | 0.06% | -4.8% |
Q2 2022 | $2,036,000 | -14.3% | 42,535 | -9.5% | 0.06% | -20.5% |
Q1 2022 | $2,377,000 | -6.0% | 47,002 | +0.2% | 0.08% | -4.9% |
Q4 2021 | $2,529,000 | +7.2% | 46,914 | +7.8% | 0.08% | -4.7% |
Q3 2021 | $2,360,000 | -1.7% | 43,500 | -1.1% | 0.09% | -11.3% |
Q2 2021 | $2,402,000 | +1.0% | 43,988 | -0.2% | 0.10% | -23.6% |
Q1 2021 | $2,379,000 | -5.8% | 44,091 | -2.2% | 0.13% | -13.6% |
Q4 2020 | $2,526,000 | +3.3% | 45,076 | +3.4% | 0.15% | -12.0% |
Q3 2020 | $2,445,000 | -4.5% | 43,595 | -4.2% | 0.17% | -13.9% |
Q2 2020 | $2,560,000 | -3.3% | 45,515 | -6.7% | 0.19% | -22.7% |
Q1 2020 | $2,648,000 | +34.6% | 48,799 | +32.6% | 0.25% | +4.1% |
Q4 2019 | $1,967,000 | -11.2% | 36,815 | -10.5% | 0.24% | -21.8% |
Q3 2019 | $2,216,000 | +7.5% | 41,155 | +5.8% | 0.31% | +6.2% |
Q2 2019 | $2,061,000 | – | 38,885 | – | 0.29% | – |
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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% |