SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $7,161 | +2.8% | 153 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $6,968 | -0.5% | 153 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 153 | +0.7% | 0.01% | 0.0% |
Q2 2022 | $7,000 | -12.5% | 152 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $8,000 | -11.1% | 152 | 0.0% | 0.01% | -16.7% |
Q4 2020 | $9,000 | 0.0% | 152 | 0.0% | 0.01% | -14.3% |
Q3 2020 | $9,000 | 0.0% | 152 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $9,000 | +12.5% | 152 | 0.0% | 0.01% | -11.1% |
Q1 2020 | $8,000 | – | 152 | – | 0.01% | – |
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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% |