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 | $44,027,517 | +5.7% | 995,422 | +10.3% | 9.00% | +7.6% |
| Q2 2023 | $41,642,956 | +1.1% | 902,144 | +2.7% | 8.37% | -1.8% |
| Q1 2023 | $41,187,197 | +5.2% | 878,005 | +2.3% | 8.52% | -1.7% |
| Q4 2022 | $39,168,385 | -0.1% | 858,015 | -0.8% | 8.66% | -4.8% |
| Q3 2022 | $39,197,000 | -0.1% | 865,091 | +5.5% | 9.10% | +4.4% |
| Q2 2022 | $39,241,000 | -5.3% | 819,742 | -0.0% | 8.71% | +8.1% |
| Q1 2022 | $41,459,000 | -18.1% | 819,833 | -12.7% | 8.05% | -14.1% |
| Q4 2021 | $50,612,000 | +3.9% | 938,991 | +4.6% | 9.38% | -1.7% |
| Q3 2021 | $48,704,000 | +3.7% | 897,598 | +4.6% | 9.54% | +3.6% |
| Q2 2021 | $46,966,000 | +15.3% | 857,990 | +13.9% | 9.21% | +0.2% |
| Q1 2021 | $40,731,000 | +10.3% | 753,167 | +14.3% | 9.19% | +3.1% |
| Q4 2020 | $36,918,000 | +10.7% | 658,902 | +10.7% | 8.91% | +2.4% |
| Q3 2020 | $33,352,000 | +9.3% | 595,045 | +9.7% | 8.70% | -0.2% |
| Q2 2020 | $30,518,000 | +17.0% | 542,644 | +12.9% | 8.72% | -9.2% |
| Q1 2020 | $26,076,000 | +7.1% | 480,484 | +5.7% | 9.61% | +20.7% |
| Q4 2019 | $24,353,000 | +4.4% | 454,518 | +5.1% | 7.96% | -0.9% |
| Q3 2019 | $23,326,000 | +12.5% | 432,284 | +10.5% | 8.04% | +8.9% |
| Q2 2019 | $20,730,000 | +10.4% | 391,133 | +7.5% | 7.38% | +8.7% |
| Q1 2019 | $18,770,000 | +17.5% | 363,906 | +15.5% | 6.78% | +8.6% |
| Q4 2018 | $15,980,000 | -11.7% | 315,059 | -13.4% | 6.25% | -8.9% |
| Q3 2018 | $18,091,000 | +6.1% | 363,650 | +8.0% | 6.86% | +5.2% |
| Q2 2018 | $17,046,000 | -2.5% | 336,621 | -1.7% | 6.52% | -2.8% |
| Q1 2018 | $17,475,000 | +24.0% | 342,506 | +26.5% | 6.70% | +14.9% |
| Q4 2017 | $14,090,000 | +7.5% | 270,760 | +8.2% | 5.83% | +3.1% |
| Q3 2017 | $13,108,000 | +4.4% | 250,351 | +4.2% | 5.66% | -2.5% |
| Q2 2017 | $12,550,000 | +11.3% | 240,187 | +10.3% | 5.80% | +7.8% |
| Q1 2017 | $11,277,000 | +10.8% | 217,746 | +10.1% | 5.38% | +7.8% |
| Q4 2016 | $10,182,000 | – | 197,707 | – | 5.00% | – |
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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% |