SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,000 | -28.1% | 16,470 | -25.0% | 0.05% | -17.9% |
| Q2 2023 | $1,013,000 | +118518.3% | 21,953 | +20.6% | 0.06% | -15.2% |
| Q1 2023 | $854 | -4.2% | 18,201 | -6.8% | 0.07% | +13.8% |
| Q4 2022 | $891 | -99.9% | 19,519 | +16.1% | 0.06% | -24.7% |
| Q3 2022 | $762,000 | -34.1% | 16,815 | -21.6% | 0.08% | +16.7% |
| Q4 2021 | $1,157,000 | -0.2% | 21,461 | +0.5% | 0.07% | -15.4% |
| Q3 2021 | $1,159,000 | -0.8% | 21,355 | -0.1% | 0.08% | +1.3% |
| Q2 2021 | $1,168,000 | +1.6% | 21,387 | +1.0% | 0.08% | +92.5% |
| Q1 2021 | $1,150,000 | +10.2% | 21,166 | +13.6% | 0.04% | -11.1% |
| Q4 2020 | $1,044,000 | +0.1% | 18,628 | +0.2% | 0.04% | -13.5% |
| Q3 2020 | $1,043,000 | -0.4% | 18,594 | -0.1% | 0.05% | -10.3% |
| Q2 2020 | $1,047,000 | +3.6% | 18,621 | -0.1% | 0.06% | -22.7% |
| Q1 2020 | $1,011,000 | +66.3% | 18,637 | +63.7% | 0.08% | +63.0% |
| Q4 2019 | $608,000 | -47.9% | 11,383 | -47.5% | 0.05% | -52.1% |
| Q3 2019 | $1,167,000 | -60.0% | 21,676 | -61.4% | 0.10% | -70.5% |
| Q1 2019 | $2,914,000 | -2.8% | 56,165 | -5.2% | 0.32% | -23.3% |
| Q4 2018 | $2,997,000 | – | 59,247 | – | 0.42% | – |
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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% |