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 | $15,527,748 | -7.6% | 351,068 | -3.5% | 3.45% | -2.5% |
| Q2 2023 | $16,797,634 | +3.7% | 363,900 | +5.4% | 3.54% | -5.5% |
| Q1 2023 | $16,203,381 | +49.3% | 345,414 | +45.3% | 3.74% | +51.0% |
| Q4 2022 | $10,854,987 | +9.8% | 237,787 | +9.0% | 2.48% | -23.3% |
| Q3 2022 | $9,883,000 | -8.9% | 218,124 | -3.7% | 3.23% | +11.4% |
| Q2 2022 | $10,843,000 | +2.4% | 226,513 | +8.2% | 2.90% | +12.0% |
| Q1 2022 | $10,586,000 | – | 209,334 | – | 2.59% | – |
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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% |