SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,770 | -4.2% | 8,948 | +0.0% | 0.18% | -4.2% |
| Q2 2023 | $412,994 | -5.8% | 8,947 | -4.3% | 0.19% | -17.8% |
| Q1 2023 | $438,562 | +3.1% | 9,349 | +0.4% | 0.23% | -9.4% |
| Q4 2022 | $425,230 | +0.5% | 9,315 | 0.0% | 0.25% | -20.6% |
| Q3 2022 | $423,000 | -5.6% | 9,315 | +1.6% | 0.32% | -19.2% |
| Q2 2022 | $448,000 | +3.5% | 9,165 | +2.3% | 0.40% | -7.5% |
| Q1 2022 | $433,000 | -8.1% | 8,957 | +0.9% | 0.43% | -1.2% |
| Q4 2021 | $471,000 | – | 8,878 | – | 0.43% | – |
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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% |