SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,985,159 | -12.5% | 90,101 | -8.7% | 0.02% | +5.6% |
| Q2 2023 | $4,554,356 | +72.3% | 98,665 | +75.1% | 0.02% | +200.0% |
| Q1 2023 | $2,643,781 | -1.0% | 56,359 | -3.7% | 0.01% | -64.7% |
| Q4 2022 | $2,670,965 | +82.7% | 58,510 | +81.4% | 0.02% | -5.6% |
| Q3 2022 | $1,462,000 | -12.4% | 32,259 | -7.5% | 0.02% | 0.0% |
| Q2 2022 | $1,669,000 | -24.2% | 34,865 | -20.0% | 0.02% | -47.1% |
| Q1 2022 | $2,203,000 | -85.2% | 43,564 | -84.3% | 0.03% | -85.0% |
| Q4 2021 | $14,928,000 | +5.3% | 276,956 | +6.1% | 0.23% | -27.2% |
| Q3 2021 | $14,170,000 | -1.1% | 261,151 | -0.4% | 0.31% | -0.3% |
| Q2 2021 | $14,322,000 | +1.0% | 262,300 | -0.2% | 0.31% | -7.1% |
| Q1 2021 | $14,180,000 | -3.9% | 262,844 | -0.2% | 0.34% | -28.8% |
| Q4 2020 | $14,750,000 | +100.9% | 263,245 | +101.7% | 0.47% | +16.5% |
| Q2 2020 | $7,342,000 | +209.4% | 130,540 | +198.6% | 0.41% | +172.5% |
| Q1 2020 | $2,373,000 | +918.5% | 43,724 | +904.2% | 0.15% | +1141.7% |
| Q4 2019 | $233,000 | -20.5% | 4,354 | -20.0% | 0.01% | -29.4% |
| Q3 2019 | $293,000 | -22.1% | 5,440 | -23.3% | 0.02% | -29.2% |
| Q2 2019 | $376,000 | – | 7,091 | – | 0.02% | – |
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% |