SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,083,446 | +3.1% | 114,932 | +7.5% | 1.41% | +8.7% |
| Q2 2023 | $4,932,034 | +36.0% | 106,870 | +38.2% | 1.30% | +22.0% |
| Q1 2023 | $3,626,740 | +53.8% | 77,313 | +49.7% | 1.06% | +40.1% |
| Q4 2022 | $2,358,179 | +9.6% | 51,658 | +8.1% | 0.76% | +3.6% |
| Q3 2022 | $2,152,000 | +6.6% | 47,780 | +13.3% | 0.73% | +13.7% |
| Q2 2022 | $2,018,000 | -18.1% | 42,159 | -13.5% | 0.64% | -4.2% |
| Q1 2022 | $2,464,000 | -17.3% | 48,719 | -11.9% | 0.67% | -17.6% |
| Q4 2021 | $2,980,000 | -4.6% | 55,287 | -3.9% | 0.82% | -12.7% |
| Q3 2021 | $3,123,000 | -1.4% | 57,557 | -0.7% | 0.94% | +8.1% |
| Q2 2021 | $3,166,000 | +0.9% | 57,985 | -0.3% | 0.86% | +31.9% |
| Q1 2021 | $3,138,000 | -11.0% | 58,173 | -7.6% | 0.66% | -16.8% |
| Q4 2020 | $3,527,000 | -0.1% | 62,955 | +0.0% | 0.79% | -12.9% |
| Q3 2020 | $3,530,000 | +1.1% | 62,945 | +1.4% | 0.90% | +8.9% |
| Q2 2020 | $3,490,000 | +3.1% | 62,056 | -0.5% | 0.83% | -16.6% |
| Q1 2020 | $3,385,000 | +3.7% | 62,376 | +2.1% | 1.00% | +21.0% |
| Q4 2019 | $3,264,000 | +28.3% | 61,086 | +29.3% | 0.82% | +17.9% |
| Q3 2019 | $2,545,000 | +25.1% | 47,260 | +23.1% | 0.70% | +18.9% |
| Q2 2019 | $2,035,000 | +3.0% | 38,399 | +0.9% | 0.59% | -6.1% |
| Q1 2019 | $1,975,000 | -1.9% | 38,068 | -4.4% | 0.62% | -21.7% |
| Q4 2018 | $2,014,000 | -10.6% | 39,801 | -11.2% | 0.80% | -0.9% |
| Q3 2018 | $2,252,000 | -21.9% | 44,809 | -21.4% | 0.80% | -26.6% |
| Q2 2018 | $2,885,000 | -3.4% | 56,978 | -2.7% | 1.10% | -14.0% |
| Q1 2018 | $2,987,000 | +0.2% | 58,536 | +2.1% | 1.28% | +3.0% |
| Q4 2017 | $2,982,000 | – | 57,309 | – | 1.24% | – |
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% |