SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,433 | -4.2% | 2,542 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $117,339 | -4.8% | 2,542 | -3.3% | 0.00% | 0.0% |
| Q1 2023 | $123,279 | +4.5% | 2,628 | +1.7% | 0.00% | 0.0% |
| Q4 2022 | $118,005 | -11.9% | 2,585 | -12.9% | 0.00% | -33.3% |
| Q3 2022 | $134,000 | -5.6% | 2,967 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $142,000 | -70.5% | 2,967 | -68.9% | 0.00% | -57.1% |
| Q1 2022 | $482,000 | -6.2% | 9,540 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $514,000 | +6.6% | 9,540 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $482,000 | -2.6% | 8,890 | -2.0% | 0.01% | 0.0% |
| Q2 2021 | $495,000 | -99.9% | 9,069 | -50.4% | 0.01% | -11.1% |
| Q1 2021 | $986,530,000 | +192581.6% | 18,286 | +100.0% | 0.01% | -18.2% |
| Q4 2020 | $512,000 | +253.1% | 9,143 | +252.5% | 0.01% | +175.0% |
| Q3 2020 | $145,000 | +81.2% | 2,594 | +82.4% | 0.00% | +100.0% |
| Q2 2020 | $80,000 | +3.9% | 1,422 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $77,000 | +2.7% | 1,422 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $75,000 | +733.3% | 1,422 | +694.4% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 179 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -25.0% | 179 | -26.3% | 0.00% | -100.0% |
| Q3 2018 | $12,000 | +300.0% | 243 | +279.7% | 0.00% | – |
| Q2 2018 | $3,000 | – | 64 | – | 0.00% | – |
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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% |