SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $378,000 | -5.7% | 8,349 | -0.3% | 0.19% | -3.5% |
| Q2 2022 | $401,000 | -5.4% | 8,374 | -0.2% | 0.20% | +11.0% |
| Q1 2022 | $424,000 | -21.0% | 8,388 | -15.7% | 0.18% | -17.4% |
| Q4 2021 | $537,000 | -16.0% | 9,956 | -15.5% | 0.22% | -20.9% |
| Q3 2021 | $639,000 | -10.0% | 11,777 | -10.6% | 0.28% | -19.2% |
| Q1 2021 | $710,000 | -91.6% | 13,171 | -91.3% | 0.34% | -91.6% |
| Q4 2020 | $8,475,000 | -8.9% | 151,271 | -8.6% | 4.07% | +180.6% |
| Q3 2020 | $9,299,000 | +0.6% | 165,533 | +0.7% | 1.45% | -70.5% |
| Q2 2020 | $9,244,000 | +24.3% | 164,360 | +19.9% | 4.91% | +7.0% |
| Q1 2020 | $7,437,000 | -27.5% | 137,036 | -28.6% | 4.59% | -13.6% |
| Q4 2019 | $10,253,000 | +10.7% | 191,887 | +11.6% | 5.31% | +11.2% |
| Q3 2019 | $9,261,000 | -7.3% | 171,983 | -8.8% | 4.78% | +11.7% |
| Q2 2019 | $9,991,000 | +15.7% | 188,512 | +13.3% | 4.28% | -30.3% |
| Q1 2019 | $8,633,000 | +62.9% | 166,403 | +58.9% | 6.14% | +41.8% |
| Q4 2018 | $5,298,000 | -33.4% | 104,719 | -33.8% | 4.33% | -24.0% |
| Q3 2018 | $7,950,000 | – | 158,215 | – | 5.70% | – |
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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% |