SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,720 | -50.1% | 38,878 | -47.1% | 0.12% | +44.2% |
| Q2 2023 | $3,448 | +88.6% | 73,429 | +88.5% | 0.09% | -4.4% |
| Q1 2023 | $1,828 | +13.0% | 38,960 | +10.0% | 0.09% | +1.1% |
| Q4 2022 | $1,617 | -99.9% | 35,427 | -1.9% | 0.09% | -9.2% |
| Q3 2022 | $1,637,000 | -3.9% | 36,127 | +1.6% | 0.10% | +6.5% |
| Q2 2022 | $1,703,000 | -4.6% | 35,571 | +0.8% | 0.09% | 0.0% |
| Q1 2022 | $1,785,000 | -9.8% | 35,305 | -3.9% | 0.09% | -6.1% |
| Q4 2021 | $1,980,000 | -0.6% | 36,744 | +0.2% | 0.10% | -16.2% |
| Q3 2021 | $1,991,000 | -22.3% | 36,686 | -21.8% | 0.12% | -25.9% |
| Q2 2021 | $2,562,000 | +7.5% | 46,923 | +6.2% | 0.16% | -12.2% |
| Q1 2021 | $2,383,000 | -4.3% | 44,179 | -0.5% | 0.18% | -12.6% |
| Q4 2020 | $2,489,000 | -11.9% | 44,415 | -11.8% | 0.21% | -47.4% |
| Q3 2020 | $2,825,000 | +3.3% | 50,375 | +3.6% | 0.39% | -7.8% |
| Q2 2020 | $2,736,000 | +4.1% | 48,640 | +0.4% | 0.42% | -15.3% |
| Q1 2020 | $2,628,000 | +5.0% | 48,428 | +3.4% | 0.50% | +18.7% |
| Q4 2019 | $2,504,000 | -3.3% | 46,857 | -2.6% | 0.42% | -15.4% |
| Q3 2019 | $2,590,000 | -7.1% | 48,105 | -8.6% | 0.50% | -14.7% |
| Q2 2019 | $2,788,000 | -29.9% | 52,605 | -31.4% | 0.59% | -43.6% |
| Q1 2019 | $3,979,000 | -92.3% | 76,688 | -92.5% | 1.04% | -94.0% |
| Q4 2018 | $51,620,000 | +14.1% | 1,020,375 | +13.3% | 17.37% | +3.9% |
| Q3 2018 | $45,236,000 | +9.3% | 900,215 | +10.2% | 16.72% | -6.1% |
| Q2 2018 | $41,371,000 | +20.6% | 816,951 | +21.5% | 17.80% | +4.4% |
| Q1 2018 | $34,318,000 | – | 672,630 | – | 17.05% | – |
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% |