SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,725,000 | -6.2% | 38,070 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $1,839,000 | -15.2% | 38,417 | -10.4% | 0.01% | 0.0% |
| Q1 2022 | $2,169,000 | -5.4% | 42,900 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $2,294,000 | -1.7% | 42,559 | -1.0% | 0.01% | -16.7% |
| Q3 2021 | $2,333,000 | +10.9% | 42,999 | +11.6% | 0.01% | +20.0% |
| Q2 2021 | $2,104,000 | +6.2% | 38,537 | +4.9% | 0.01% | -16.7% |
| Q1 2021 | $1,982,000 | +6.8% | 36,742 | +11.0% | 0.01% | 0.0% |
| Q4 2020 | $1,855,000 | +5.8% | 33,099 | +5.9% | 0.01% | 0.0% |
| Q3 2020 | $1,753,000 | -19.4% | 31,258 | -19.2% | 0.01% | -25.0% |
| Q2 2020 | $2,176,000 | +1.0% | 38,695 | -2.5% | 0.01% | -20.0% |
| Q1 2020 | $2,154,000 | +28.2% | 39,687 | +26.2% | 0.01% | +66.7% |
| Q4 2019 | $1,680,000 | +23.5% | 31,451 | +24.5% | 0.01% | +20.0% |
| Q3 2019 | $1,360,000 | +6.8% | 25,258 | +5.1% | 0.01% | 0.0% |
| Q2 2019 | $1,274,000 | +43.0% | 24,031 | +39.9% | 0.01% | 0.0% |
| Q1 2019 | $891,000 | +198.0% | 17,179 | +190.5% | 0.01% | +150.0% |
| Q4 2018 | $299,000 | +14.6% | 5,914 | +13.8% | 0.00% | 0.0% |
| Q3 2018 | $261,000 | -35.2% | 5,197 | -30.7% | 0.00% | -50.0% |
| Q3 2016 | $403,000 | – | 7,500 | – | 0.00% | – |
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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% |