SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,624 | +61.3% | 13,580 | +68.3% | 0.14% | +75.6% |
| Q2 2023 | $372,364 | +8.1% | 8,067 | +9.9% | 0.08% | +1.3% |
| Q1 2023 | $344,387 | +119.5% | 7,341 | +113.6% | 0.08% | +102.6% |
| Q4 2022 | $156,871 | +3821.8% | 3,436 | +3942.4% | 0.04% | +3700.0% |
| Q3 2022 | $4,000 | -90.0% | 85 | -89.9% | 0.00% | -90.9% |
| Q2 2022 | $40,000 | -7.0% | 845 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $43,000 | -98.2% | 845 | -98.1% | 0.01% | -98.3% |
| Q4 2021 | $2,338,000 | -13.4% | 43,370 | -9.9% | 0.58% | -70.2% |
| Q3 2021 | $2,699,000 | -14.2% | 48,122 | -16.5% | 1.95% | +117.9% |
| Q2 2021 | $3,146,000 | -8.6% | 57,623 | -9.7% | 0.90% | -31.5% |
| Q1 2021 | $3,443,000 | +11.1% | 63,812 | +15.4% | 1.31% | -31.3% |
| Q4 2020 | $3,099,000 | +14.8% | 55,310 | +14.9% | 1.90% | -2.4% |
| Q3 2020 | $2,699,000 | +79.1% | 48,122 | +79.6% | 1.95% | +57.4% |
| Q2 2020 | $1,507,000 | +13.2% | 26,794 | +9.3% | 1.24% | -8.3% |
| Q1 2020 | $1,331,000 | +26.8% | 24,522 | +24.8% | 1.35% | +39.6% |
| Q4 2019 | $1,050,000 | – | 19,655 | – | 0.97% | – |
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% |