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 | $36,804,373 | +2.1% | 832,113 | +6.5% | 7.52% | +0.2% |
| Q2 2023 | $36,059,565 | +0.5% | 781,186 | +2.1% | 7.51% | -5.2% |
| Q1 2023 | $35,887,276 | +8.1% | 765,024 | +5.2% | 7.92% | -3.8% |
| Q4 2022 | $33,200,050 | +9.6% | 727,274 | +8.8% | 8.23% | -4.4% |
| Q3 2022 | $30,287,000 | +1.7% | 668,447 | +7.5% | 8.60% | -0.2% |
| Q2 2022 | $29,779,000 | -10.5% | 622,088 | -5.4% | 8.62% | -4.1% |
| Q1 2022 | $33,263,000 | +33.7% | 657,766 | +37.2% | 8.98% | -41.6% |
| Q4 2021 | $24,880,000 | -31.4% | 479,577 | -28.3% | 15.37% | +16.8% |
| Q3 2021 | $36,282,000 | +5.1% | 668,671 | +5.7% | 13.17% | -2.8% |
| Q2 2021 | $34,524,000 | +9.4% | 632,316 | +8.1% | 13.54% | +1.1% |
| Q1 2021 | $31,571,000 | +6.2% | 585,196 | +10.3% | 13.39% | -2.5% |
| Q4 2020 | $29,724,000 | +9.9% | 530,495 | +10.0% | 13.74% | -2.1% |
| Q3 2020 | $27,041,000 | +9.5% | 482,188 | +9.8% | 14.03% | +2.6% |
| Q2 2020 | $24,692,000 | +3.9% | 439,045 | +0.2% | 13.68% | -11.5% |
| Q1 2020 | $23,769,000 | -14.9% | 437,974 | -16.2% | 15.46% | +3.8% |
| Q4 2019 | $27,930,000 | +2.0% | 522,747 | +2.8% | 14.89% | -4.3% |
| Q3 2019 | $27,393,000 | +4.6% | 508,692 | +3.0% | 15.57% | +0.6% |
| Q2 2019 | $26,183,000 | +5.2% | 494,024 | +3.0% | 15.47% | +0.6% |
| Q1 2019 | $24,880,000 | +4.5% | 479,577 | +1.9% | 15.37% | -6.7% |
| Q4 2018 | $23,807,000 | – | 470,580 | – | 16.48% | – |
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% |