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 | $14,364 | -4.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,983 | -1.6% | 325 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $15,219 | +2.8% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,806 | -1.3% | 324 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -81.6% | 324 | -81.1% | 0.00% | -80.0% |
| Q1 2022 | $87,000 | -17.1% | 1,711 | -11.8% | 0.01% | -16.7% |
| Q4 2021 | $105,000 | -99.9% | 1,941 | +33.8% | 0.01% | +20.0% |
| Q3 2021 | $78,719,000 | -0.6% | 1,451 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $79,208,000 | +1.2% | 1,451 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $78,261,000 | +67953.0% | 1,451 | -29.2% | 0.01% | -28.6% |
| Q4 2020 | $115,000 | -99.9% | 2,048 | +4.6% | 0.01% | -50.0% |
| Q3 2020 | $109,775,000 | -5.2% | 1,957 | -33.2% | 0.01% | -12.5% |
| Q2 2020 | $115,823,000 | +0.1% | 2,928 | +37.3% | 0.02% | -23.8% |
| Q1 2020 | $115,722,000 | +0.2% | 2,132 | -1.4% | 0.02% | +40.0% |
| Q4 2019 | $115,532,000 | +99496.6% | 2,162 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $116,000 | -99.9% | 2,162 | -35.8% | 0.02% | -37.0% |
| Q2 2019 | $178,472,000 | +0.2% | 3,367 | -1.9% | 0.03% | -6.9% |
| Q1 2019 | $178,084,000 | +287132.3% | 3,433 | +179.1% | 0.03% | +141.7% |
| Q4 2018 | $62,000 | +1.6% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | – | 1,230 | – | 0.01% | – |
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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% |