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 | $317,845 | +2.9% | 7,186 | +7.4% | 0.15% | +6.2% |
| Q2 2023 | $308,953 | -9.0% | 6,693 | -7.5% | 0.14% | -14.8% |
| Q1 2023 | $339,535 | -0.4% | 7,238 | -3.1% | 0.17% | -5.6% |
| Q4 2022 | $340,893 | +8.2% | 7,468 | +7.3% | 0.18% | -1.1% |
| Q3 2022 | $315,000 | +15.0% | 6,957 | +21.4% | 0.18% | +19.1% |
| Q2 2022 | $274,000 | -11.6% | 5,730 | -6.6% | 0.15% | +2.0% |
| Q1 2022 | $310,000 | -4.0% | 6,138 | +2.5% | 0.15% | -2.6% |
| Q4 2021 | $323,000 | +21.0% | 5,986 | +25.5% | 0.15% | -5.0% |
| Q4 2020 | $267,000 | +1.1% | 4,771 | +1.4% | 0.16% | -9.6% |
| Q3 2020 | $264,000 | +0.4% | 4,705 | +0.8% | 0.18% | -6.8% |
| Q2 2020 | $263,000 | +6.0% | 4,669 | +2.2% | 0.19% | -11.2% |
| Q1 2020 | $248,000 | -72.4% | 4,567 | -72.8% | 0.22% | -64.9% |
| Q4 2019 | $898,000 | -7.9% | 16,819 | -7.2% | 0.61% | -17.7% |
| Q3 2019 | $975,000 | +11.3% | 18,115 | +9.6% | 0.74% | +10.1% |
| Q2 2019 | $876,000 | +8.3% | 16,526 | +5.6% | 0.68% | +7.3% |
| Q1 2019 | $809,000 | – | 15,657 | – | 0.63% | – |
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% |