SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,984,551 | +1.6% | 90,087 | +6.0% | 0.37% | -1.9% |
| Q2 2023 | $3,923,672 | -11.3% | 85,002 | -9.8% | 0.37% | -17.8% |
| Q1 2023 | $4,421,706 | +47.2% | 94,259 | +43.2% | 0.46% | +30.7% |
| Q4 2022 | $3,004,171 | -11.6% | 65,809 | -12.3% | 0.35% | -14.5% |
| Q3 2022 | $3,399,000 | -1.1% | 75,010 | +4.4% | 0.41% | -4.0% |
| Q2 2022 | $3,438,000 | +60.7% | 71,828 | +69.8% | 0.42% | +70.3% |
| Q1 2022 | $2,139,000 | +661.2% | 42,303 | +712.1% | 0.25% | +611.4% |
| Q4 2021 | $281,000 | +16.6% | 5,209 | +17.3% | 0.04% | -5.4% |
| Q3 2021 | $241,000 | -0.8% | 4,440 | -0.2% | 0.04% | -2.6% |
| Q2 2021 | $243,000 | – | 4,448 | – | 0.04% | – |
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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% |