SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,652,562 | -18.3% | 59,972 | -14.7% | 1.05% | -16.3% |
| Q2 2023 | $3,245,694 | -56.9% | 70,314 | -56.2% | 1.25% | -59.3% |
| Q1 2023 | $7,529,806 | +3402.2% | 160,516 | +3917.9% | 3.08% | +3442.5% |
| Q4 2021 | $215,000 | +66.7% | 3,995 | +68.1% | 0.09% | +52.6% |
| Q3 2021 | $129,000 | +10.3% | 2,377 | +10.5% | 0.06% | +7.5% |
| Q2 2021 | $117,000 | +290.0% | 2,152 | +280.9% | 0.05% | +253.3% |
| Q1 2021 | $30,000 | +150.0% | 565 | +153.4% | 0.02% | +150.0% |
| Q4 2020 | $12,000 | -7.7% | 223 | -1.8% | 0.01% | -25.0% |
| Q3 2020 | $13,000 | 0.0% | 227 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $13,000 | -13.3% | 227 | -19.8% | 0.01% | -10.0% |
| Q1 2020 | $15,000 | -57.1% | 283 | -57.3% | 0.01% | -52.4% |
| Q4 2019 | $35,000 | -75.7% | 662 | -75.3% | 0.02% | -78.1% |
| Q3 2019 | $144,000 | +176.9% | 2,677 | +174.0% | 0.10% | +182.4% |
| Q2 2019 | $52,000 | +23.8% | 977 | +19.7% | 0.03% | +30.8% |
| Q1 2019 | $42,000 | – | 816 | – | 0.03% | – |
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% |