SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,595,014 | +7.6% | 1,098,689 | +12.8% | 5.48% | +0.6% |
| Q2 2023 | $45,158,768 | +10.4% | 973,669 | +11.7% | 5.44% | +10.2% |
| Q1 2023 | $40,887,835 | +7.4% | 871,623 | +4.5% | 4.94% | -1.5% |
| Q4 2022 | $38,064,340 | +154.3% | 833,830 | +152.4% | 5.01% | +99.1% |
| Q3 2022 | $14,967,000 | +2942.1% | 330,318 | +3116.0% | 2.52% | +2367.6% |
| Q2 2022 | $492,000 | -66.4% | 10,271 | -64.5% | 0.10% | -60.2% |
| Q1 2022 | $1,463,000 | +11.7% | 28,922 | +19.0% | 0.26% | +20.2% |
| Q4 2021 | $1,310,000 | -9.4% | 24,306 | -8.8% | 0.21% | -25.0% |
| Q3 2021 | $1,446,000 | -6.0% | 26,658 | -5.5% | 0.28% | -6.3% |
| Q2 2021 | $1,539,000 | +3.6% | 28,195 | +2.5% | 0.30% | -1.6% |
| Q1 2021 | $1,486,000 | +50.6% | 27,506 | +56.1% | 0.31% | +30.0% |
| Q4 2020 | $987,000 | +198.2% | 17,621 | +198.2% | 0.24% | +132.4% |
| Q3 2020 | $331,000 | – | 5,910 | – | 0.10% | – |
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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% |