SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,582 | -17.8% | 10,278 | -14.2% | 0.06% | -16.0% |
| Q2 2023 | $552,696 | -36.2% | 11,973 | -35.1% | 0.08% | -37.0% |
| Q1 2023 | $865,926 | +45.9% | 18,459 | +42.0% | 0.12% | +38.4% |
| Q4 2022 | $593,367 | -19.0% | 12,998 | -19.7% | 0.09% | -25.9% |
| Q3 2022 | $733,000 | -11.9% | 16,184 | -6.9% | 0.12% | -7.9% |
| Q2 2022 | $832,000 | -8.1% | 17,379 | -2.9% | 0.13% | +2.4% |
| Q1 2022 | $905,000 | +143.9% | 17,904 | +159.9% | 0.12% | +146.0% |
| Q4 2021 | $371,000 | 0.0% | 6,888 | +0.7% | 0.05% | -9.1% |
| Q3 2021 | $371,000 | -0.3% | 6,840 | +0.5% | 0.06% | -1.8% |
| Q2 2021 | $372,000 | -4.1% | 6,805 | -5.3% | 0.06% | -13.8% |
| Q1 2021 | $388,000 | -5.1% | 7,185 | -1.6% | 0.06% | -18.8% |
| Q4 2020 | $409,000 | +15.9% | 7,301 | +16.0% | 0.08% | -5.9% |
| Q3 2020 | $353,000 | -1.1% | 6,292 | -1.0% | 0.08% | -28.0% |
| Q2 2020 | $357,000 | -1.7% | 6,355 | -2.6% | 0.12% | -7.8% |
| Q1 2020 | $363,000 | +3.1% | 6,524 | +0.7% | 0.13% | +23.1% |
| Q4 2019 | $352,000 | +1.7% | 6,481 | +0.9% | 0.10% | -14.8% |
| Q3 2019 | $346,000 | +52.4% | 6,423 | +49.9% | 0.12% | +40.2% |
| Q2 2019 | $227,000 | +13.5% | 4,285 | +11.4% | 0.09% | +20.8% |
| Q4 2017 | $200,000 | -44.9% | 3,847 | -44.5% | 0.07% | -50.0% |
| Q3 2017 | $363,000 | +0.8% | 6,926 | +0.6% | 0.14% | -6.5% |
| Q2 2017 | $360,000 | +1.7% | 6,886 | +0.6% | 0.15% | -3.1% |
| Q1 2017 | $354,000 | -11.9% | 6,845 | -12.3% | 0.16% | -15.4% |
| Q4 2016 | $402,000 | -19.8% | 7,803 | -16.4% | 0.19% | -25.4% |
| Q3 2016 | $501,000 | +14.6% | 9,330 | +14.8% | 0.25% | +12.5% |
| Q2 2016 | $437,000 | +226.1% | 8,130 | +211.4% | 0.22% | +229.4% |
| Q4 2015 | $134,000 | – | 2,611 | – | 0.07% | – |
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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% |