SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394 | +57.0% | 8,915 | +64.0% | 0.00% | 0.0% |
| Q2 2023 | $251 | +765.5% | 5,437 | +769.9% | 0.00% | – |
| Q1 2023 | $29 | -59.2% | 625 | -59.8% | 0.00% | -100.0% |
| Q4 2022 | $71 | -99.9% | 1,554 | -47.8% | 0.00% | 0.0% |
| Q3 2022 | $135,000 | +10.7% | 2,975 | +16.9% | 0.00% | 0.0% |
| Q2 2022 | $122,000 | +134.6% | 2,545 | +149.8% | 0.00% | – |
| Q1 2022 | $52,000 | -48.0% | 1,019 | -44.9% | 0.00% | -100.0% |
| Q4 2021 | $100,000 | -6.5% | 1,849 | -5.2% | 0.00% | 0.0% |
| Q2 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $107,000 | +463.2% | 1,951 | +406.8% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | -5.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 385 | – | 0.00% | – |
Download | ||||||
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% |