SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $815,000 | -0.9% | 17,975 | +4.6% | 1.55% | +9.6% |
| Q2 2022 | $822,000 | -18.3% | 17,182 | -13.8% | 1.41% | +75.4% |
| Q1 2022 | $1,006,000 | -1.1% | 19,934 | +5.7% | 0.80% | +5.2% |
| Q4 2021 | $1,017,000 | +11.6% | 18,862 | +12.7% | 0.76% | +1.3% |
| Q3 2021 | $911,000 | +10.0% | 16,732 | +10.2% | 0.76% | +22.2% |
| Q2 2021 | $828,000 | +36.2% | 15,190 | +127.6% | 0.62% | +29.6% |
| Q1 2021 | $608,000 | +0.7% | 6,674 | -38.2% | 0.48% | -1.4% |
| Q4 2020 | $604,000 | – | 10,802 | – | 0.48% | – |
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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% |