SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,133 | -0.6% | 25,099 | +3.7% | 0.56% | +3.1% |
| Q2 2023 | $1,117,137 | +20.9% | 24,201 | +22.9% | 0.55% | +14.2% |
| Q1 2023 | $924,013 | +3.1% | 19,698 | +0.3% | 0.48% | -6.5% |
| Q4 2022 | $896,149 | -0.5% | 19,631 | -1.3% | 0.51% | -9.6% |
| Q3 2022 | $901,000 | -1.1% | 19,890 | +6.3% | 0.56% | +8.7% |
| Q2 2022 | $911,000 | -16.6% | 18,719 | -16.4% | 0.52% | -12.3% |
| Q1 2022 | $1,092,000 | -0.5% | 22,400 | +5.5% | 0.59% | +3.0% |
| Q4 2021 | $1,097,000 | +3.6% | 21,238 | +8.4% | 0.58% | +5.9% |
| Q3 2021 | $1,059,000 | -0.3% | 19,601 | +0.8% | 0.54% | -6.4% |
| Q2 2021 | $1,062,000 | +3.6% | 19,443 | +2.8% | 0.58% | -1.5% |
| Q1 2021 | $1,025,000 | +85.7% | 18,922 | +89.7% | 0.59% | +79.9% |
| Q4 2020 | $552,000 | -4.7% | 9,976 | -3.4% | 0.33% | -20.4% |
| Q3 2020 | $579,000 | -1.4% | 10,332 | +0.1% | 0.41% | -9.5% |
| Q2 2020 | $587,000 | +14.2% | 10,325 | +11.2% | 0.46% | -6.8% |
| Q1 2020 | $514,000 | +46.9% | 9,285 | +44.3% | 0.49% | +50.2% |
| Q4 2019 | $350,000 | – | 6,436 | – | 0.32% | – |
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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% |