SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,290 | +28.5% | 10,565 | +34.1% | 0.11% | +26.4% |
| Q2 2023 | $363,741 | -0.9% | 7,880 | +0.8% | 0.09% | -8.4% |
| Q1 2023 | $366,883 | +4.1% | 7,821 | +1.3% | 0.10% | -4.0% |
| Q4 2022 | $352,281 | -43.8% | 7,717 | -44.3% | 0.10% | -53.5% |
| Q3 2022 | $627,000 | +20.3% | 13,844 | +27.3% | 0.21% | +21.0% |
| Q2 2022 | $521,000 | -30.3% | 10,879 | -26.5% | 0.18% | -29.3% |
| Q1 2022 | $748,000 | -6.1% | 14,793 | 0.0% | 0.25% | -2.7% |
| Q4 2021 | $797,000 | -1.6% | 14,793 | -0.9% | 0.26% | -9.9% |
| Q3 2021 | $810,000 | -0.6% | 14,927 | 0.0% | 0.28% | 0.0% |
| Q2 2021 | $815,000 | +146.2% | 14,927 | +143.3% | 0.28% | +140.7% |
| Q1 2021 | $331,000 | +51.1% | 6,134 | +57.2% | 0.12% | +40.5% |
| Q4 2020 | $219,000 | 0.0% | 3,901 | 0.0% | 0.08% | -16.0% |
| Q3 2020 | $219,000 | -3.5% | 3,901 | -3.5% | 0.10% | -4.8% |
| Q2 2020 | $227,000 | -22.5% | 4,043 | -25.2% | 0.10% | -33.1% |
| Q1 2020 | $293,000 | -32.2% | 5,404 | -33.2% | 0.16% | -19.1% |
| Q4 2019 | $432,000 | -62.5% | 8,084 | -64.8% | 0.19% | -71.3% |
| Q3 2018 | $1,153,000 | -85.8% | 22,944 | -85.7% | 0.68% | -84.5% |
| Q2 2018 | $8,102,000 | -32.3% | 159,985 | -31.8% | 4.35% | -32.4% |
| Q1 2018 | $11,969,000 | +24.1% | 234,596 | +26.6% | 6.43% | +30.6% |
| Q4 2017 | $9,645,000 | +13.9% | 185,346 | +14.6% | 4.92% | +10.2% |
| Q3 2017 | $8,468,000 | +66.8% | 161,720 | +66.5% | 4.47% | +60.6% |
| Q2 2017 | $5,076,000 | +43.3% | 97,141 | +42.0% | 2.78% | +22.0% |
| Q1 2017 | $3,543,000 | -99.9% | 68,407 | +15.5% | 2.28% | +32.7% |
| Q4 2016 | $3,049,057,000 | +14.2% | 59,205 | +18.4% | 1.72% | +13.6% |
| Q3 2016 | $2,670,247,000 | +14.4% | 50,014 | +15.0% | 1.51% | +13.5% |
| Q2 2016 | $2,334,913,000 | +114525.1% | 43,505 | +12.4% | 1.33% | +11.9% |
| Q1 2016 | $2,037,000 | – | 38,705 | – | 1.19% | – |
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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% |