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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,242 | +7.3% | 28,090 | +13.9% | 0.75% | -19.8% |
| Q1 2023 | $1,157 | -36.6% | 24,669 | -38.3% | 0.93% | -26.9% |
| Q4 2022 | $1,825 | -99.9% | 39,985 | -0.8% | 1.28% | -5.6% |
| Q2 2022 | $1,929,000 | +206.7% | 40,296 | +223.9% | 1.35% | +213.2% |
| Q1 2022 | $629,000 | -15.6% | 12,439 | -10.1% | 0.43% | -13.3% |
| Q4 2021 | $745,000 | -94.9% | 13,832 | -94.8% | 0.50% | -96.2% |
| Q2 2021 | $14,534,000 | +5.4% | 266,195 | +4.1% | 13.25% | +24.8% |
| Q1 2021 | $13,794,000 | +6.2% | 255,689 | +10.3% | 10.62% | +4.3% |
| Q4 2020 | $12,985,000 | – | 231,757 | – | 10.19% | – |
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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% |