SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,053,881 | +1.7% | 23,827 | +6.1% | 0.17% | +3.1% |
| Q2 2023 | $1,036,576 | -43.0% | 22,456 | -42.1% | 0.16% | -46.4% |
| Q1 2023 | $1,819,875 | +8.9% | 38,795 | +6.0% | 0.30% | +1.3% |
| Q4 2022 | $1,670,516 | -0.2% | 36,594 | -1.0% | 0.30% | -8.3% |
| Q3 2022 | $1,674,000 | -8.9% | 36,954 | -3.7% | 0.33% | -11.1% |
| Q2 2022 | $1,838,000 | -6.2% | 38,388 | -0.9% | 0.37% | +2.8% |
| Q1 2022 | $1,959,000 | -4.6% | 38,732 | +1.7% | 0.36% | -1.6% |
| Q4 2021 | $2,053,000 | -0.3% | 38,090 | +0.4% | 0.36% | -7.8% |
| Q3 2021 | $2,059,000 | +1.9% | 37,955 | +2.5% | 0.40% | +0.3% |
| Q2 2021 | $2,021,000 | +18.7% | 37,023 | +17.4% | 0.39% | +17.3% |
| Q1 2021 | $1,702,000 | +9.5% | 31,540 | +13.6% | 0.34% | +6.0% |
| Q4 2020 | $1,555,000 | +5.5% | 27,758 | +5.6% | 0.32% | -2.5% |
| Q3 2020 | $1,474,000 | +10.7% | 26,277 | +11.0% | 0.32% | +3.5% |
| Q2 2020 | $1,331,000 | -5.7% | 23,668 | -9.0% | 0.31% | -19.7% |
| Q1 2020 | $1,412,000 | +17.0% | 26,020 | +15.2% | 0.39% | +102.6% |
| Q4 2019 | $1,207,000 | -68.5% | 22,581 | -69.4% | 0.19% | -52.9% |
| Q2 2019 | $3,830,000 | 0.0% | 73,821 | 0.0% | 0.41% | 0.0% |
| Q1 2019 | $3,830,000 | +9.8% | 73,821 | +7.1% | 0.41% | -62.1% |
| Q4 2018 | $3,487,000 | -1.2% | 68,917 | -1.9% | 1.08% | +2.0% |
| Q3 2018 | $3,529,000 | +4.9% | 70,238 | +5.7% | 1.06% | -1.3% |
| Q2 2018 | $3,365,000 | +0.3% | 66,455 | +1.0% | 1.08% | -7.6% |
| Q1 2018 | $3,355,000 | +2.2% | 65,766 | +4.3% | 1.16% | -1.8% |
| Q4 2017 | $3,282,000 | – | 63,080 | – | 1.18% | – |
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% |