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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,861,000 | 0.0% | 52,743 | 0.0% | 2.15% | 0.0% |
| Q3 2021 | $2,861,000 | +1.8% | 52,743 | +2.5% | 2.15% | -1.6% |
| Q2 2021 | $2,810,000 | +2.5% | 51,457 | +1.3% | 2.18% | -1.6% |
| Q1 2021 | $2,741,000 | -3.8% | 50,814 | 0.0% | 2.22% | -10.2% |
| Q3 2020 | $2,850,000 | -0.1% | 50,814 | 0.0% | 2.47% | +8.4% |
| Q2 2020 | $2,852,000 | +3.4% | 50,814 | 0.0% | 2.28% | -41.4% |
| Q1 2020 | $2,758,000 | -39.5% | 50,814 | -40.4% | 3.89% | -8.6% |
| Q4 2019 | $4,555,000 | +24.5% | 85,246 | +25.5% | 4.25% | +18.4% |
| Q3 2019 | $3,659,000 | +1.1% | 67,946 | -0.5% | 3.59% | +8.4% |
| Q2 2019 | $3,620,000 | – | 68,300 | – | 3.31% | – |
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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% |