SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,386,660 | +3.2% | 136,994 | -2.1% | 1.37% | -4.2% |
| Q3 2023 | $6,189,989 | -1.4% | 139,950 | +2.9% | 1.43% | +2.3% |
| Q2 2023 | $6,278,591 | +3.3% | 136,018 | +2.2% | 1.40% | -4.2% |
| Q4 2022 | $6,076,882 | -99.9% | 133,119 | -3.1% | 1.46% | -10.0% |
| Q3 2022 | $6,225,866,000 | -9.2% | 137,406 | -3.5% | 1.62% | -3.8% |
| Q2 2022 | $6,857,647,000 | -20.3% | 142,393 | -16.3% | 1.69% | -15.6% |
| Q1 2022 | $8,606,003,000 | -10.5% | 170,180 | -4.6% | 2.00% | -8.1% |
| Q4 2021 | $9,617,000,000 | -2.7% | 178,423 | -2.0% | 2.18% | -8.8% |
| Q3 2021 | $9,881,994,000 | -8.8% | 182,123 | -8.4% | 2.39% | -8.2% |
| Q2 2021 | $10,836,126,000 | -60.3% | 198,901 | -60.6% | 2.60% | -62.7% |
| Q1 2021 | $27,280,775,000 | +0.2% | 505,106 | +3.9% | 6.98% | -2.9% |
| Q4 2020 | $27,239,097,000 | +7.9% | 486,152 | +8.0% | 7.18% | -6.2% |
| Q3 2020 | $25,242,169,000 | +11.1% | 450,110 | +11.4% | 7.66% | +5.1% |
| Q2 2020 | $22,715,730,000 | +1.9% | 403,907 | -1.5% | 7.28% | -15.1% |
| Q1 2020 | $22,298,030,000 | -5.0% | 410,041 | -5.0% | 8.58% | +19.5% |
| Q4 2019 | $23,461,373,000 | – | 431,672 | – | 7.18% | – |
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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% |