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 | $43,979 | +61.0% | 994 | +67.9% | 0.02% | +60.0% |
| Q2 2023 | $27,316 | +35.9% | 592 | +38.0% | 0.01% | +11.1% |
| Q1 2023 | $20,102 | -61.9% | 429 | -62.9% | 0.01% | -72.7% |
| Q4 2022 | $52,704 | +14.6% | 1,155 | +13.1% | 0.03% | -2.9% |
| Q3 2022 | $46,000 | -6.1% | 1,021 | -0.1% | 0.03% | -12.8% |
| Q2 2022 | $49,000 | -2.0% | 1,022 | +2.8% | 0.04% | +11.4% |
| Q1 2022 | $50,000 | -18.0% | 994 | -12.7% | 0.04% | -25.5% |
| Q4 2021 | $61,000 | -10.3% | 1,139 | -9.5% | 0.05% | -13.0% |
| Q3 2021 | $68,000 | -24.4% | 1,259 | -23.7% | 0.05% | -16.9% |
| Q2 2021 | $90,000 | +1.1% | 1,650 | +0.1% | 0.06% | -7.1% |
| Q1 2021 | $89,000 | -35.5% | 1,649 | -32.9% | 0.07% | -46.6% |
| Q4 2020 | $138,000 | -58.6% | 2,457 | -63.0% | 0.13% | -41.0% |
| Q3 2018 | $333,000 | -19.8% | 6,633 | -19.1% | 0.22% | -25.8% |
| Q2 2018 | $415,000 | -9.2% | 8,203 | -8.5% | 0.30% | -14.1% |
| Q1 2018 | $457,000 | -6.9% | 8,966 | -5.3% | 0.35% | -5.2% |
| Q4 2017 | $491,000 | – | 9,468 | – | 0.37% | – |
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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% |