SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,137 | +8.1% | 7,238 | +12.8% | 0.03% | +12.0% |
| Q2 2023 | $296,163 | -3.2% | 6,416 | -1.7% | 0.02% | -7.4% |
| Q1 2023 | $306,041 | -30.8% | 6,524 | -32.6% | 0.03% | -35.7% |
| Q4 2022 | $442,137 | +38.2% | 9,685 | +36.9% | 0.04% | +27.3% |
| Q3 2022 | $320,000 | -91.0% | 7,073 | -90.5% | 0.03% | -92.4% |
| Q2 2022 | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| Q1 2022 | $29,308,000 | +12061.0% | 579,553 | +12877.0% | 3.50% | +12392.9% |
| Q4 2021 | $241,000 | -16.6% | 4,466 | -16.2% | 0.03% | -22.2% |
| Q3 2021 | $289,000 | +36.3% | 5,329 | +37.1% | 0.04% | +33.3% |
| Q2 2021 | $212,000 | -99.8% | 3,886 | +57.1% | 0.03% | -18.2% |
| Q4 2016 | $127,411,000 | – | 2,474 | – | 0.03% | – |
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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% |