SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $294,000 | +41.3% | 6,139 | +58.8% | 0.02% | +53.3% |
| Q4 2021 | $208,000 | -24.1% | 3,865 | -23.4% | 0.02% | -28.6% |
| Q3 2021 | $274,000 | +35.0% | 5,048 | +35.9% | 0.02% | +31.2% |
| Q2 2021 | $203,000 | -24.0% | 3,715 | -25.0% | 0.02% | -36.0% |
| Q1 2021 | $267,000 | -41.3% | 4,953 | -38.9% | 0.02% | -41.9% |
| Q4 2020 | $455,000 | -17.3% | 8,113 | -17.3% | 0.04% | -30.6% |
| Q3 2020 | $550,000 | +50.3% | 9,816 | +50.6% | 0.06% | +26.5% |
| Q2 2020 | $366,000 | +18.8% | 6,517 | +14.9% | 0.05% | -12.5% |
| Q1 2020 | $308,000 | -4.6% | 5,672 | -6.2% | 0.06% | +27.3% |
| Q4 2019 | $323,000 | +3.9% | 6,045 | +4.6% | 0.04% | -8.3% |
| Q3 2019 | $311,000 | -18.6% | 5,779 | -19.9% | 0.05% | -21.3% |
| Q2 2019 | $382,000 | -81.7% | 7,217 | -82.1% | 0.06% | -84.5% |
| Q1 2019 | $2,090,000 | +302.7% | 40,278 | +294.0% | 0.39% | +258.2% |
| Q4 2018 | $519,000 | +53.6% | 10,222 | +51.9% | 0.11% | +57.1% |
| Q3 2018 | $338,000 | +3.7% | 6,731 | +4.5% | 0.07% | -5.4% |
| Q2 2018 | $326,000 | – | 6,440 | – | 0.07% | – |
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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% |