SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,221,000 | +152.8% | 25,501 | +167.2% | 0.54% | +143.5% |
| Q1 2022 | $483,000 | -26.1% | 9,545 | -21.3% | 0.22% | -15.2% |
| Q4 2021 | $654,000 | -10.4% | 12,133 | -9.9% | 0.26% | -23.8% |
| Q3 2021 | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
| Q2 2021 | $794,000 | -20.8% | 14,537 | -21.7% | 0.37% | -27.7% |
| Q1 2021 | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
| Q4 2020 | $1,048,000 | +32.0% | 18,710 | +32.2% | 0.69% | +9.3% |
| Q3 2020 | $794,000 | +58.5% | 14,157 | +59.0% | 0.63% | +52.5% |
| Q2 2020 | $501,000 | +131.9% | 8,901 | +123.5% | 0.42% | +88.6% |
| Q1 2020 | $216,000 | – | 3,982 | – | 0.22% | – |
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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% |