JANICZEK WEALTH MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,389,036
-1.5%
76,623
+2.8%
0.89%
-5.6%
Q2 2023$3,440,074
+1.3%
74,525
+2.7%
0.95%
-1.8%
Q1 2023$3,396,113
+8.5%
72,551
+9.5%
0.96%
+9.3%
Q4 2022$3,130,219
+2.9%
66,234
-2.3%
0.88%
-11.1%
Q3 2022$3,043,000
-11.3%
67,803
-3.1%
0.99%
-2.8%
Q2 2022$3,430,000
-1.8%
69,937
+1.2%
1.02%
+5.7%
Q1 2022$3,494,000
-6.3%
69,100
-0.1%
0.96%
-13.5%
Q4 2021$3,727,000
+2.3%
69,148
+3.0%
1.12%
-13.4%
Q3 2021$3,643,000
+1.8%
67,133
+2.4%
1.29%
-0.9%
Q2 2021$3,578,000
+7.2%
65,531
+5.9%
1.30%
-2.3%
Q1 2021$3,338,000
-5.3%
61,867
-1.6%
1.33%
-22.0%
Q4 2020$3,523,000
+2.1%
62,873
+2.2%
1.71%
-8.0%
Q3 2020$3,449,000
+0.9%
61,498
+1.2%
1.86%
-3.4%
Q2 2020$3,419,000
+4.0%
60,795
+0.4%
1.92%
+3.6%
Q1 2020$3,288,000
-5.7%
60,577
-7.2%
1.85%
+18.2%
Q4 2019$3,487,000
-3.9%
65,264
-3.1%
1.57%
-4.9%
Q3 2019$3,628,000
+10.8%
67,373
+9.0%
1.65%
+7.6%
Q2 2019$3,275,000
-0.3%
61,801
-2.4%
1.53%
-1.4%
Q1 2019$3,286,000
+1.3%
63,329
-1.2%
1.55%
-5.7%
Q4 2018$3,243,000
+16.0%
64,112
+15.3%
1.65%
+12.6%
Q3 2018$2,795,000
+2.7%
55,614
+3.5%
1.46%
+1.9%
Q2 2018$2,721,000
+0.7%
53,735
+1.5%
1.44%
-6.3%
Q1 2018$2,702,000
+99.0%
52,965
+102.9%
1.53%
+107.2%
Q4 2017$1,358,000
-0.3%
26,101
+0.3%
0.74%
-2.2%
Q3 2017$1,362,000
+6.1%
26,016
+5.9%
0.76%
+1.1%
Q2 2017$1,284,00024,5780.75%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 268,217$14,044,00014.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 324,212$16,976,00012.72%
BSW Wealth Partners 119,908$6,278,0005.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,969$11,622,0004.58%
PRING TURNER CAPITAL GROUP INC 75,915$3,975,0004.17%
Courage Miller Partners, LLC 80,088$4,193,0003.47%
Apriem Advisors 139,080$7,282,0002.68%
SVA Wealth Management, LLC 137,291$7,189,0002.61%
Landmark Financial Advisors, LLC 37,773$1,977,0002.04%
Tuttle Capital Management, LLC 60,513$3,168,0002.00%
View complete list of SCHWAB STRATEGIC TR shareholders