SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $267,401 | -8.4% | 5,700 | -10.9% | 0.02% | -19.0% |
| Q4 2022 | $292,007 | +1.0% | 6,397 | +0.1% | 0.02% | -8.7% |
| Q3 2022 | $289,000 | -99.9% | 6,391 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $305,811,000 | +94872.4% | 6,388 | +0.3% | 0.02% | +9.5% |
| Q1 2022 | $322,000 | -13.9% | 6,371 | -8.4% | 0.02% | -12.5% |
| Q4 2021 | $374,000 | -21.4% | 6,953 | -20.8% | 0.02% | -29.4% |
| Q3 2021 | $476,000 | -13.8% | 8,781 | -13.3% | 0.03% | -22.7% |
| Q2 2021 | $552,000 | -14.3% | 10,124 | -15.2% | 0.04% | -18.5% |
| Q1 2021 | $644,000 | -31.9% | 11,937 | -29.3% | 0.05% | -48.1% |
| Q4 2020 | $945,000 | – | 16,880 | – | 0.10% | – |
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% |