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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $421,961 | +38.8% | 8,995 | +35.0% | 0.26% | +33.8% |
| Q4 2022 | $304,000 | -22.3% | 6,664 | -22.7% | 0.20% | -30.3% |
| Q3 2022 | $391,000 | -9.3% | 8,623 | -4.3% | 0.28% | -2.1% |
| Q2 2022 | $431,000 | -17.0% | 9,012 | -12.1% | 0.29% | -1.7% |
| Q1 2022 | $519,000 | -25.0% | 10,255 | -20.2% | 0.30% | -21.5% |
| Q4 2021 | $692,000 | -6.1% | 12,843 | -5.5% | 0.38% | -14.5% |
| Q3 2021 | $737,000 | -2.4% | 13,586 | -1.7% | 0.44% | -3.9% |
| Q2 2021 | $755,000 | -3.3% | 13,827 | -4.5% | 0.46% | -11.1% |
| Q1 2021 | $781,000 | -2.6% | 14,480 | +1.2% | 0.52% | -10.4% |
| Q4 2020 | $802,000 | +10.8% | 14,309 | +10.9% | 0.58% | -0.5% |
| Q3 2020 | $724,000 | +2.0% | 12,907 | +2.2% | 0.58% | -7.4% |
| Q2 2020 | $710,000 | -0.7% | 12,630 | -4.1% | 0.62% | -13.7% |
| Q1 2020 | $715,000 | -50.2% | 13,168 | -51.0% | 0.72% | -43.5% |
| Q4 2019 | $1,437,000 | -13.6% | 26,894 | -12.9% | 1.28% | -18.2% |
| Q3 2019 | $1,663,000 | +9.1% | 30,886 | +7.4% | 1.56% | -4.4% |
| Q2 2019 | $1,524,000 | +2.8% | 28,764 | +0.6% | 1.64% | +0.9% |
| Q1 2019 | $1,483,000 | +2.6% | 28,582 | +0.0% | 1.62% | -12.2% |
| Q4 2018 | $1,445,000 | +12.9% | 28,568 | +12.2% | 1.85% | +32.5% |
| Q3 2018 | $1,280,000 | -6.0% | 25,471 | -5.2% | 1.39% | -12.3% |
| Q2 2018 | $1,361,000 | -14.1% | 26,875 | -13.5% | 1.59% | -17.3% |
| Q1 2018 | $1,584,000 | -0.7% | 31,052 | +1.3% | 1.92% | -3.0% |
| Q4 2017 | $1,595,000 | – | 30,643 | – | 1.98% | – |
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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% |