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 | $291,832 | +26.3% | 6,598 | +31.8% | 0.07% | +26.8% |
| Q2 2023 | $231,052 | -12.1% | 5,005 | -9.9% | 0.06% | -16.4% |
| Q1 2023 | $262,878 | -47.4% | 5,554 | -49.3% | 0.07% | -57.3% |
| Q4 2022 | $499,641 | -7.3% | 10,945 | -8.0% | 0.16% | -16.5% |
| Q3 2022 | $539,000 | -35.8% | 11,897 | -32.1% | 0.19% | -33.3% |
| Q2 2022 | $839,000 | -89.1% | 17,518 | -88.5% | 0.28% | -89.2% |
| Q1 2022 | $7,715,000 | -6.7% | 152,554 | -0.6% | 2.62% | +0.5% |
| Q4 2021 | $8,272,000 | -1.9% | 153,473 | -1.2% | 2.60% | -9.2% |
| Q3 2021 | $8,430,000 | +8.4% | 155,368 | +9.0% | 2.87% | +5.3% |
| Q2 2021 | $7,780,000 | +42.8% | 142,495 | +10.1% | 2.72% | +36.3% |
| Q1 2021 | $5,450,000 | -0.4% | 129,469 | +32.6% | 2.00% | -0.1% |
| Q4 2020 | $5,470,000 | +6.1% | 97,626 | +6.2% | 2.00% | +0.4% |
| Q3 2020 | $5,157,000 | +23.3% | 91,955 | +23.6% | 1.99% | +14.1% |
| Q2 2020 | $4,184,000 | -9.0% | 74,394 | -12.2% | 1.75% | -21.8% |
| Q1 2020 | $4,596,000 | +44.4% | 84,687 | +42.1% | 2.24% | +8.1% |
| Q4 2019 | $3,183,000 | – | 59,577 | – | 2.07% | – |
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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% |