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 | $1,630,174 | -4.1% | 36,857 | +0.1% | 0.03% | -3.6% |
| Q2 2023 | $1,700,398 | -5.7% | 36,837 | -4.1% | 0.03% | -9.7% |
| Q1 2023 | $1,802,297 | -8.6% | 38,420 | -11.1% | 0.03% | -13.9% |
| Q4 2022 | $1,971,891 | +3.1% | 43,196 | +2.3% | 0.04% | -10.0% |
| Q3 2022 | $1,913,000 | -49.6% | 42,213 | -46.8% | 0.04% | -49.4% |
| Q2 2022 | $3,799,000 | -36.4% | 79,355 | -32.8% | 0.08% | -41.0% |
| Q1 2022 | $5,970,000 | -22.9% | 118,058 | -17.8% | 0.13% | -21.6% |
| Q4 2021 | $7,744,000 | -10.4% | 143,674 | -9.8% | 0.17% | -4.5% |
| Q3 2021 | $8,640,000 | -15.2% | 159,226 | -14.6% | 0.18% | -33.2% |
| Q2 2021 | $10,184,000 | -46.6% | 186,512 | -47.2% | 0.27% | -40.7% |
| Q1 2021 | $19,058,000 | -33.4% | 353,247 | -30.9% | 0.45% | -46.9% |
| Q4 2020 | $28,623,000 | +40.5% | 510,850 | +36.0% | 0.85% | -0.2% |
| Q1 2020 | $20,378,000 | – | 375,494 | – | 0.85% | – |
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% |