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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -0.5% | 3,987 | +0.4% | 0.06% | -5.0% |
| Q3 2021 | $216,000 | 0.0% | 3,973 | +0.3% | 0.06% | +3.4% |
| Q2 2021 | $216,000 | +1.4% | 3,962 | +0.3% | 0.06% | -1.7% |
| Q1 2021 | $213,000 | -3.6% | 3,951 | +0.2% | 0.06% | -9.2% |
| Q4 2020 | $221,000 | +0.5% | 3,944 | +0.4% | 0.06% | -14.5% |
| Q3 2020 | $220,000 | 0.0% | 3,928 | +0.2% | 0.08% | -2.6% |
| Q2 2020 | $220,000 | -53.2% | 3,920 | -54.7% | 0.08% | -66.5% |
| Q1 2020 | $470,000 | -98.2% | 8,655 | -98.2% | 0.23% | -97.4% |
| Q4 2019 | $25,666,000 | +0.3% | 478,309 | +0.6% | 9.00% | -2.7% |
| Q3 2019 | $25,594,000 | +1.8% | 475,284 | +0.2% | 9.25% | +7.3% |
| Q2 2019 | $25,149,000 | -0.1% | 474,516 | -2.2% | 8.61% | +9.4% |
| Q1 2019 | $25,172,000 | +1358.4% | 485,199 | +1322.5% | 7.88% | +1119.3% |
| Q4 2018 | $1,726,000 | – | 34,110 | – | 0.65% | – |
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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% |