SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,057,703 | +6.9% | 114,350 | +11.6% | 0.09% | +9.9% |
| Q2 2023 | $4,730,768 | +140320.5% | 102,486 | +42.7% | 0.08% | +17.4% |
| Q1 2023 | $3,369 | +28.4% | 71,826 | +24.9% | 0.07% | -2.8% |
| Q4 2022 | $2,624 | -99.9% | 57,492 | -16.6% | 0.07% | -29.0% |
| Q3 2022 | $3,125,000 | -6.9% | 68,961 | -1.6% | 0.10% | -3.8% |
| Q2 2022 | $3,356,000 | +229.0% | 70,101 | +247.4% | 0.10% | +235.5% |
| Q1 2022 | $1,020,000 | +216.8% | 20,177 | +238.0% | 0.03% | +210.0% |
| Q4 2021 | $322,000 | +1.9% | 5,969 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $316,000 | +8.2% | 5,832 | +8.9% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | -6.4% | 5,357 | -7.3% | 0.01% | -23.1% |
| Q1 2021 | $312,000 | +42.5% | 5,781 | +43.6% | 0.01% | -35.0% |
| Q1 2020 | $219,000 | +1.9% | 4,027 | +0.2% | 0.02% | +11.1% |
| Q4 2019 | $215,000 | – | 4,018 | – | 0.02% | – |
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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% |