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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,732 | +12.6% | 20,500 | +17.5% | 0.50% | +8.4% |
| Q2 2023 | $805,398 | +2.6% | 17,448 | +4.3% | 0.46% | -7.4% |
| Q1 2023 | $784,720 | +48.6% | 16,728 | +44.7% | 0.50% | +32.0% |
| Q4 2022 | $527,912 | -1.0% | 11,564 | -1.8% | 0.38% | -0.5% |
| Q3 2022 | $533,000 | -1.3% | 11,770 | +4.4% | 0.38% | +23.8% |
| Q2 2022 | $540,000 | -13.9% | 11,277 | -9.0% | 0.31% | +2.3% |
| Q1 2022 | $627,000 | – | 12,391 | – | 0.30% | – |
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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% |