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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,454,541 | +6.8% | 281,586 | +11.5% | 0.02% | +6.2% |
| Q2 2023 | $11,658,775 | -2.9% | 252,573 | -1.4% | 0.02% | -5.9% |
| Q1 2023 | $12,010,967 | -7.2% | 256,042 | -9.7% | 0.02% | -10.5% |
| Q4 2022 | $12,937,627 | -31.9% | 283,409 | -32.4% | 0.02% | -42.4% |
| Q3 2022 | $18,992,000 | -45.3% | 419,167 | -42.2% | 0.03% | -42.1% |
| Q2 2022 | $34,738,000 | -38.6% | 725,666 | -35.1% | 0.06% | -35.2% |
| Q1 2022 | $56,532,000 | +187.2% | 1,117,907 | +206.1% | 0.09% | +175.0% |
| Q4 2021 | $19,687,000 | -5.4% | 365,253 | -4.8% | 0.03% | -13.5% |
| Q3 2021 | $20,819,000 | +5.5% | 383,688 | +6.1% | 0.04% | +5.7% |
| Q2 2021 | $19,740,000 | -12.3% | 361,530 | -13.4% | 0.04% | -22.2% |
| Q1 2021 | $22,513,000 | -5.9% | 417,287 | -2.3% | 0.04% | -15.1% |
| Q4 2020 | $23,937,000 | +15.5% | 427,222 | +15.6% | 0.05% | -1.9% |
| Q3 2020 | $20,732,000 | -5.2% | 369,693 | -4.9% | 0.05% | -14.3% |
| Q2 2020 | $21,861,000 | -8.7% | 388,712 | -11.9% | 0.06% | -25.9% |
| Q1 2020 | $23,953,000 | -13.8% | 441,369 | -15.1% | 0.08% | +2.4% |
| Q4 2019 | $27,772,000 | -2.7% | 519,791 | -2.0% | 0.08% | -10.8% |
| Q3 2019 | $28,556,000 | +14.2% | 530,287 | +12.4% | 0.09% | +10.7% |
| Q2 2019 | $25,011,000 | +15.6% | 471,897 | +13.2% | 0.08% | +7.7% |
| Q1 2019 | $21,634,000 | +17.1% | 417,005 | +14.2% | 0.08% | +2.6% |
| Q4 2018 | $18,476,000 | +9.4% | 365,210 | +8.6% | 0.08% | +20.6% |
| Q3 2018 | $16,893,000 | +9.3% | 336,189 | +10.2% | 0.06% | +3.3% |
| Q2 2018 | $15,449,000 | +12.6% | 305,066 | +13.4% | 0.06% | +8.9% |
| Q1 2018 | $13,725,000 | +28.1% | 269,010 | +30.6% | 0.06% | +21.7% |
| Q4 2017 | $10,717,000 | +21.5% | 205,928 | +22.2% | 0.05% | +12.2% |
| Q3 2017 | $8,823,000 | +14.0% | 168,506 | +13.8% | 0.04% | +5.1% |
| Q2 2017 | $7,738,000 | +49.3% | 148,103 | +48.0% | 0.04% | +39.3% |
| Q1 2017 | $5,183,000 | +32.2% | 100,077 | +31.4% | 0.03% | +16.7% |
| Q4 2016 | $3,922,000 | +40.1% | 76,152 | +46.0% | 0.02% | +33.3% |
| Q3 2016 | $2,799,000 | +232.8% | 52,144 | +232.9% | 0.02% | +200.0% |
| Q2 2016 | $841,000 | +210.3% | 15,662 | +205.7% | 0.01% | +200.0% |
| Q1 2016 | $271,000 | +6675.0% | 5,124 | +6554.5% | 0.00% | – |
| Q4 2015 | $4,000 | -92.3% | 77 | -92.2% | 0.00% | – |
| Q3 2015 | $52,000 | +1200.0% | 988 | +1183.1% | 0.00% | – |
| Q1 2015 | $4,000 | -33.3% | 77 | -35.3% | 0.00% | – |
| Q4 2014 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q3 2014 | $6,000 | +50.0% | 119 | +54.5% | 0.00% | – |
| Q2 2014 | $4,000 | – | 77 | – | 0.00% | – |
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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% |