SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80 | -27.9% | 1,830 | -24.6% | 0.02% | -20.7% |
| Q2 2023 | $111 | +0.9% | 2,426 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $110 | -91.9% | 2,426 | -91.9% | 0.03% | -92.9% |
| Q4 2022 | $1,364 | -99.9% | 30,122 | 0.0% | 0.42% | 0.0% |
| Q3 2022 | $1,365,000 | -21.3% | 30,122 | -16.8% | 0.42% | -21.2% |
| Q2 2022 | $1,734,000 | -11.3% | 36,220 | -6.3% | 0.54% | -4.4% |
| Q1 2022 | $1,956,000 | -16.2% | 38,670 | -10.7% | 0.56% | -14.7% |
| Q4 2021 | $2,335,000 | +66.4% | 43,322 | +67.6% | 0.66% | +54.9% |
| Q3 2021 | $1,403,000 | -10.5% | 25,853 | -10.0% | 0.43% | -10.9% |
| Q2 2021 | $1,568,000 | -7.3% | 28,726 | -8.4% | 0.48% | -19.1% |
| Q1 2021 | $1,691,000 | -38.8% | 31,347 | -36.4% | 0.59% | -31.9% |
| Q4 2020 | $2,761,000 | -11.6% | 49,272 | -11.6% | 0.87% | -17.4% |
| Q3 2020 | $3,125,000 | -10.9% | 55,727 | -10.7% | 1.05% | -13.9% |
| Q2 2020 | $3,509,000 | +11.6% | 62,390 | +7.7% | 1.22% | -9.3% |
| Q1 2020 | $3,145,000 | – | 57,949 | – | 1.35% | – |
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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% |