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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,859 | -3.5% | 4,270 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $195,777 | -1.0% | 4,241 | +0.6% | 0.06% | -5.1% |
| Q1 2023 | $197,739 | +3.2% | 4,215 | +0.4% | 0.06% | -1.7% |
| Q4 2022 | $191,655 | +1.4% | 4,198 | +0.7% | 0.06% | -4.8% |
| Q3 2022 | $189,000 | -15.2% | 4,167 | -10.5% | 0.06% | -17.1% |
| Q2 2022 | $223,000 | -15.5% | 4,656 | -11.0% | 0.08% | -2.6% |
| Q1 2022 | $264,000 | -14.6% | 5,229 | -8.9% | 0.08% | -17.9% |
| Q4 2021 | $309,000 | +2.0% | 5,738 | +2.6% | 0.10% | -5.9% |
| Q3 2021 | $303,000 | -1.0% | 5,591 | -0.3% | 0.10% | 0.0% |
| Q2 2021 | $306,000 | +6.6% | 5,609 | +5.3% | 0.10% | +4.1% |
| Q1 2021 | $287,000 | +3.6% | 5,325 | +7.8% | 0.10% | -2.0% |
| Q4 2020 | $277,000 | +9.1% | 4,938 | +9.2% | 0.10% | -3.9% |
| Q3 2020 | $254,000 | +5.0% | 4,523 | +4.9% | 0.10% | -1.9% |
| Q2 2020 | $242,000 | +5.2% | 4,310 | +1.6% | 0.10% | -8.7% |
| Q1 2020 | $230,000 | -11.9% | 4,243 | -13.0% | 0.12% | +9.5% |
| Q4 2019 | $261,000 | – | 4,877 | – | 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% |