SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $825,687 | -9.4% | 17,711 | -14.0% | 0.38% | -15.7% |
| Q3 2023 | $910,873 | -5.0% | 20,594 | -0.8% | 0.44% | -0.9% |
| Q2 2023 | $958,466 | -4.6% | 20,764 | -3.0% | 0.45% | -9.3% |
| Q1 2023 | $1,004,678 | +4.2% | 21,417 | +1.4% | 0.50% | +7.8% |
| Q4 2022 | $963,814 | +18.7% | 21,113 | +17.9% | 0.46% | +13.3% |
| Q3 2022 | $812,000 | +93.3% | 17,911 | +104.0% | 0.40% | +95.7% |
| Q2 2022 | $420,000 | -36.7% | 8,778 | -33.0% | 0.21% | -34.3% |
| Q1 2022 | $663,000 | +71.3% | 13,103 | +82.6% | 0.32% | +71.2% |
| Q4 2021 | $387,000 | +90.6% | 7,174 | +90.7% | 0.18% | +43.8% |
| Q1 2021 | $203,000 | -6.9% | 3,761 | -3.2% | 0.13% | -7.2% |
| Q4 2020 | $218,000 | – | 3,886 | – | 0.14% | – |
Download | ||||||
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% |