SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,994,371 | -3.6% | 67,700 | +0.6% | 0.12% | -12.9% |
| Q2 2023 | $3,106,568 | -0.6% | 67,300 | +1.1% | 0.14% | -26.7% |
| Q1 2023 | $3,124,206 | +6.4% | 66,600 | +3.6% | 0.19% | -9.5% |
| Q4 2022 | $2,935,295 | -3.0% | 64,300 | -3.7% | 0.21% | -40.4% |
| Q3 2022 | $3,027,000 | -3.2% | 66,800 | +2.3% | 0.35% | -3.5% |
| Q2 2022 | $3,126,000 | -5.9% | 65,300 | -0.6% | 0.37% | -19.7% |
| Q1 2022 | $3,322,000 | -4.5% | 65,700 | +1.9% | 0.46% | -20.7% |
| Q4 2021 | $3,477,000 | +3.7% | 64,500 | +4.4% | 0.58% | +54.0% |
| Q3 2021 | $3,353,000 | +3.9% | 61,800 | +4.6% | 0.37% | -1.1% |
| Q2 2021 | $3,227,000 | -1.0% | 59,100 | -2.2% | 0.38% | -9.4% |
| Q1 2021 | $3,259,000 | -1.9% | 60,400 | +1.9% | 0.42% | -56.0% |
| Q4 2020 | $3,323,000 | -0.1% | 59,300 | 0.0% | 0.95% | -26.6% |
| Q3 2020 | $3,326,000 | -53.1% | 59,300 | -53.9% | 1.29% | -14.8% |
| Q2 2020 | $7,094,000 | +93.7% | 128,500 | +90.4% | 1.52% | -6.8% |
| Q1 2020 | $3,663,000 | +13.0% | 67,500 | +11.2% | 1.63% | +13.2% |
| Q4 2019 | $3,243,000 | -0.8% | 60,700 | 0.0% | 1.44% | +1.8% |
| Q3 2019 | $3,269,000 | +1.9% | 60,700 | +0.3% | 1.41% | -17.1% |
| Q2 2019 | $3,207,000 | +1.3% | 60,500 | -0.8% | 1.70% | -1.7% |
| Q1 2019 | $3,165,000 | +6.4% | 61,000 | +3.7% | 1.73% | -0.3% |
| Q4 2018 | $2,975,000 | – | 58,800 | – | 1.74% | – |
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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% |