SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,628 | -15.7% | 9,916 | -12.1% | 0.12% | -17.6% |
| Q2 2023 | $520,597 | -17.5% | 11,278 | -16.2% | 0.15% | -27.1% |
| Q1 2023 | $631,132 | -25.1% | 13,454 | -27.1% | 0.20% | -33.7% |
| Q4 2022 | $842,795 | -26.2% | 18,462 | -26.8% | 0.31% | -33.0% |
| Q3 2022 | $1,142,000 | -11.8% | 25,206 | -6.8% | 0.46% | -11.8% |
| Q2 2022 | $1,295,000 | -8.2% | 27,058 | -3.0% | 0.52% | +12.9% |
| Q1 2022 | $1,410,000 | -12.5% | 27,889 | -6.7% | 0.46% | -8.4% |
| Q4 2021 | $1,612,000 | -5.3% | 29,902 | -4.8% | 0.50% | -16.9% |
| Q3 2021 | $1,703,000 | -0.8% | 31,395 | -0.1% | 0.60% | -5.0% |
| Q2 2021 | $1,716,000 | -18.2% | 31,422 | -19.3% | 0.64% | -22.5% |
| Q1 2021 | $2,099,000 | -20.8% | 38,913 | -17.7% | 0.82% | -35.9% |
| Q4 2020 | $2,650,000 | -20.3% | 47,300 | -20.2% | 1.28% | -19.6% |
| Q3 2020 | $3,324,000 | -63.9% | 59,269 | -63.8% | 1.59% | -66.1% |
| Q2 2020 | $9,201,000 | -27.1% | 163,610 | -29.7% | 4.69% | -50.7% |
| Q1 2020 | $12,630,000 | -30.4% | 232,729 | -31.5% | 9.51% | -14.5% |
| Q4 2019 | $18,146,000 | +13.1% | 339,616 | +14.0% | 11.12% | +5.1% |
| Q3 2019 | $16,041,000 | +18.5% | 297,874 | +16.7% | 10.59% | +14.5% |
| Q2 2019 | $13,532,000 | +5.1% | 255,313 | +2.9% | 9.25% | -1.7% |
| Q1 2019 | $12,875,000 | – | 248,172 | – | 9.41% | – |
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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% |