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 | $73,643 | +380.1% | 1,665 | +395.5% | 0.02% | +375.0% |
| Q4 2022 | $15,338 | +2.3% | 336 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 336 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $16,000 | -80.7% | 336 | -79.5% | 0.01% | -75.0% |
| Q1 2022 | $83,000 | -42.4% | 1,639 | -38.6% | 0.02% | -50.0% |
| Q4 2021 | $144,000 | -46.1% | 2,671 | -45.7% | 0.04% | -51.8% |
| Q3 2021 | $267,000 | +6575.0% | 4,918 | +6371.1% | 0.08% | +8200.0% |
| Q1 2021 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $4,000 | -97.2% | 76 | -97.1% | 0.00% | -97.6% |
| Q2 2020 | $145,000 | -28.2% | 2,577 | -30.7% | 0.08% | -32.8% |
| Q1 2020 | $202,000 | – | 3,719 | – | 0.12% | – |
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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% |