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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,143,299 | -10.1% | 930,213 | -6.2% | 5.15% | -0.4% |
| Q2 2023 | $45,786,681 | +17.8% | 991,913 | +19.8% | 5.17% | +56.5% |
| Q1 2023 | $38,853,881 | +65.9% | 828,264 | +61.4% | 3.30% | +37.0% |
| Q4 2022 | $23,426,672 | +7657.2% | 513,180 | +8900.0% | 2.41% | +9937.5% |
| Q4 2021 | $302,000 | -23.0% | 5,702 | -21.7% | 0.02% | -11.1% |
| Q3 2021 | $392,000 | -11.9% | 7,286 | -12.5% | 0.03% | -72.2% |
| Q4 2019 | $445,000 | -4.5% | 8,326 | -3.7% | 0.10% | -12.6% |
| Q3 2019 | $466,000 | -5.7% | 8,647 | -7.3% | 0.11% | -11.2% |
| Q2 2019 | $494,000 | -78.3% | 9,328 | -78.7% | 0.12% | -80.4% |
| Q1 2019 | $2,276,000 | +246.4% | 43,873 | +237.9% | 0.64% | +207.7% |
| Q2 2018 | $657,000 | -72.5% | 12,983 | -72.3% | 0.21% | -77.2% |
| Q1 2018 | $2,392,000 | +0.5% | 46,878 | +2.5% | 0.91% | +47.9% |
| Q4 2017 | $2,379,000 | -1.9% | 45,718 | -1.5% | 0.61% | -74.5% |
| Q3 2017 | $2,424,000 | +30200.0% | 46,416 | +27861.4% | 2.40% | +147.1% |
| Q2 2017 | $8,000 | – | 166 | – | 0.97% | – |
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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% |