SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,156,468 | -5.9% | 342,674 | -1.8% | 1.49% | -7.5% |
Q2 2023 | $16,108,132 | -3.6% | 348,963 | -2.0% | 1.61% | -11.3% |
Q1 2023 | $16,703,017 | +2.0% | 356,065 | -0.7% | 1.82% | -7.4% |
Q4 2022 | $16,370,685 | +8749.0% | 358,613 | +8665.9% | 1.96% | +7434.6% |
Q3 2022 | $185,000 | +3.9% | 4,091 | +9.9% | 0.03% | -16.1% |
Q2 2022 | $178,000 | -16.8% | 3,723 | -11.9% | 0.03% | -8.8% |
Q1 2022 | $214,000 | -6.1% | 4,228 | +0.1% | 0.03% | -5.6% |
Q4 2021 | $228,000 | +3.6% | 4,222 | +4.2% | 0.04% | -18.2% |
Q3 2021 | $220,000 | +15.2% | 4,050 | +15.8% | 0.04% | 0.0% |
Q2 2021 | $191,000 | -18.0% | 3,497 | -18.9% | 0.04% | -36.2% |
Q1 2021 | $233,000 | -7.9% | 4,312 | -4.5% | 0.07% | -19.8% |
Q4 2020 | $253,000 | +12.9% | 4,515 | +13.0% | 0.09% | -6.5% |
Q3 2020 | $224,000 | -14.2% | 3,995 | -13.8% | 0.09% | -25.8% |
Q2 2020 | $261,000 | -17.9% | 4,637 | -20.8% | 0.12% | -37.7% |
Q1 2020 | $318,000 | +20.0% | 5,857 | +17.9% | 0.20% | +30.1% |
Q4 2019 | $265,000 | +7.3% | 4,967 | +8.4% | 0.15% | -5.0% |
Q3 2019 | $247,000 | +9.8% | 4,580 | +7.9% | 0.16% | -3.6% |
Q2 2019 | $225,000 | +17.8% | 4,244 | +15.4% | 0.17% | +10.6% |
Q1 2019 | $191,000 | -1.0% | 3,677 | -3.6% | 0.15% | -15.2% |
Q4 2018 | $193,000 | – | 3,816 | – | 0.18% | – |
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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% |