SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,509,570 | -6.9% | 34,130 | -2.8% | 0.87% | -2.1% |
| Q2 2023 | $1,621,278 | -6.8% | 35,123 | -5.3% | 0.89% | -11.6% |
| Q1 2023 | $1,740,455 | -24.5% | 37,102 | -26.6% | 1.00% | -25.1% |
| Q4 2022 | $2,306,375 | -21.8% | 50,523 | -22.3% | 1.34% | -23.9% |
| Q3 2022 | $2,948,000 | -35.9% | 65,058 | -32.2% | 1.76% | -30.4% |
| Q2 2022 | $4,596,000 | -30.7% | 96,020 | -26.8% | 2.53% | -18.5% |
| Q1 2022 | $6,634,000 | -30.3% | 131,177 | -25.7% | 3.10% | -28.4% |
| Q4 2021 | $9,518,000 | -2.8% | 176,594 | -2.2% | 4.33% | -10.3% |
| Q3 2021 | $9,796,000 | -6.7% | 180,538 | -6.1% | 4.82% | -5.2% |
| Q2 2021 | $10,496,000 | +1.2% | 192,237 | 0.0% | 5.09% | -3.1% |
| Q1 2021 | $10,371,000 | -8.9% | 192,237 | -5.4% | 5.26% | -12.9% |
| Q4 2020 | $11,386,000 | +14.5% | 203,214 | +14.6% | 6.03% | +2.5% |
| Q3 2020 | $9,947,000 | +19.5% | 177,371 | +19.9% | 5.89% | +9.1% |
| Q2 2020 | $8,323,000 | +40.7% | 147,983 | +35.8% | 5.40% | +21.6% |
| Q1 2020 | $5,914,000 | -5.4% | 108,980 | -6.8% | 4.44% | +21.2% |
| Q4 2019 | $6,249,000 | -1.0% | 116,964 | -0.2% | 3.66% | -8.7% |
| Q3 2019 | $6,310,000 | +12.7% | 117,174 | +10.9% | 4.01% | +6.8% |
| Q2 2019 | $5,599,000 | +5.0% | 105,636 | +2.8% | 3.75% | +1.5% |
| Q1 2019 | $5,333,000 | +8.1% | 102,801 | +5.4% | 3.70% | +0.2% |
| Q4 2018 | $4,935,000 | -4.4% | 97,547 | -5.1% | 3.69% | +6.2% |
| Q3 2018 | $5,164,000 | -6.8% | 102,771 | -6.1% | 3.47% | -8.2% |
| Q2 2018 | $5,540,000 | -28.8% | 109,401 | -28.3% | 3.78% | -28.4% |
| Q1 2018 | $7,781,000 | -0.8% | 152,518 | +1.2% | 5.28% | -32.4% |
| Q4 2017 | $7,842,000 | – | 150,701 | – | 7.82% | – |
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% |