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 | $113,450 | -4.2% | 2,565 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $118,401 | -1.6% | 2,565 | 0.0% | 0.08% | -6.0% |
| Q1 2023 | $120,325 | +2.8% | 2,565 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $117,092 | +0.9% | 2,565 | 0.0% | 0.08% | -10.8% |
| Q3 2022 | $116,000 | -5.7% | 2,565 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $123,000 | -5.4% | 2,565 | 0.0% | 0.09% | +19.7% |
| Q1 2022 | $130,000 | -5.8% | 2,565 | 0.0% | 0.08% | +5.6% |
| Q4 2021 | $138,000 | -0.7% | 2,565 | 0.0% | 0.07% | -10.0% |
| Q3 2021 | $139,000 | -0.7% | 2,565 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $140,000 | +1.4% | 2,565 | 0.0% | 0.08% | -11.2% |
| Q1 2021 | $138,000 | -4.2% | 2,565 | 0.0% | 0.09% | -14.4% |
| Q4 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.10% | -20.6% |
| Q3 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.13% | -17.1% |
| Q2 2020 | $144,000 | +3.6% | 2,565 | 0.0% | 0.16% | -9.7% |
| Q1 2020 | $139,000 | +44.8% | 2,565 | +42.5% | 0.18% | +118.8% |
| Q4 2019 | $96,000 | – | 1,800 | – | 0.08% | – |
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% |