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 | $129,054 | +95495.6% | 2,918 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $135 | -1.5% | 2,918 | +0.0% | 0.06% | -9.1% |
| Q1 2023 | $137 | +17.1% | 2,917 | +13.6% | 0.07% | +10.0% |
| Q4 2022 | $117 | -99.9% | 2,567 | -12.0% | 0.06% | -11.8% |
| Q3 2022 | $132,000 | -5.7% | 2,917 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $140,000 | -4.8% | 2,917 | 0.0% | 0.07% | +16.9% |
| Q1 2022 | $147,000 | -6.4% | 2,917 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $157,000 | -0.6% | 2,917 | +0.0% | 0.06% | -11.9% |
| Q3 2021 | $158,000 | -1.2% | 2,916 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $160,000 | -6.4% | 2,916 | -8.0% | 0.07% | -20.5% |
| Q1 2021 | $171,000 | +4.9% | 3,170 | +8.7% | 0.08% | -1.2% |
| Q4 2020 | $163,000 | -0.6% | 2,916 | 0.0% | 0.08% | -3.4% |
| Q3 2020 | $164,000 | 0.0% | 2,916 | 0.0% | 0.09% | -14.7% |
| Q2 2020 | $164,000 | +0.6% | 2,916 | 0.0% | 0.10% | -7.3% |
| Q1 2020 | $163,000 | +4.5% | 2,916 | 0.0% | 0.11% | +7.8% |
| Q4 2019 | $156,000 | -0.6% | 2,916 | +0.0% | 0.10% | -8.9% |
| Q3 2019 | $157,000 | +1.3% | 2,915 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $155,000 | +2.6% | 2,915 | 0.0% | 0.11% | -4.2% |
| Q1 2019 | $151,000 | +2.7% | 2,915 | 0.0% | 0.12% | -7.8% |
| Q4 2018 | $147,000 | +1.4% | 2,915 | 0.0% | 0.13% | +25.5% |
| Q3 2018 | $145,000 | -1.4% | 2,915 | 0.0% | 0.10% | +8.5% |
| Q2 2018 | $147,000 | -1.3% | 2,915 | +0.0% | 0.09% | -9.6% |
| Q1 2018 | $149,000 | -2.0% | 2,914 | 0.0% | 0.10% | -14.0% |
| Q4 2017 | $152,000 | – | 2,914 | – | 0.12% | – |
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% |