SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116 | -20.0% | 2,627 | -16.4% | 0.08% | +52.8% |
| Q2 2023 | $145 | -22.0% | 3,144 | -20.5% | 0.05% | -15.9% |
| Q1 2023 | $186 | -27.3% | 3,957 | -29.5% | 0.06% | -40.6% |
| Q4 2022 | $256 | -99.9% | 5,611 | +21.0% | 0.11% | -38.7% |
| Q3 2022 | $210,000 | -36.4% | 4,639 | -32.7% | 0.17% | +268.1% |
| Q2 2022 | $330,000 | -30.7% | 6,892 | -26.7% | 0.05% | -85.3% |
| Q1 2022 | $476,000 | -92.4% | 9,404 | -91.9% | 0.32% | -93.3% |
| Q4 2021 | $6,292,000 | – | 116,728 | – | 4.77% | – |
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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% |