SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
| Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
| Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
| Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
| Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
| Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
| Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
| Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
| Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
| Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
| Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
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% |