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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,129,538 | -2.4% | 70,756 | +1.8% | 1.86% | -0.1% |
| Q2 2023 | $3,207,889 | -13.3% | 69,495 | -11.9% | 1.86% | -18.6% |
| Q1 2023 | $3,700,026 | +115.8% | 78,875 | +110.0% | 2.29% | +95.3% |
| Q4 2022 | $1,714,705 | -4.2% | 37,562 | -4.9% | 1.17% | -5.0% |
| Q3 2022 | $1,790,000 | -11.5% | 39,502 | -6.5% | 1.23% | -14.5% |
| Q2 2022 | $2,023,000 | -5.7% | 42,266 | -0.3% | 1.44% | +5.9% |
| Q1 2022 | $2,145,000 | -1.5% | 42,407 | +5.0% | 1.36% | +1.9% |
| Q4 2021 | $2,177,000 | +2.3% | 40,394 | +3.0% | 1.34% | -4.4% |
| Q3 2021 | $2,128,000 | +2.8% | 39,222 | +3.4% | 1.40% | +9.7% |
| Q2 2021 | $2,070,000 | +7.5% | 37,916 | +6.3% | 1.27% | +2.3% |
| Q1 2021 | $1,925,000 | +12.6% | 35,679 | +17.0% | 1.24% | +6.5% |
| Q4 2020 | $1,709,000 | -4.6% | 30,502 | -4.5% | 1.17% | -19.1% |
| Q3 2020 | $1,791,000 | +63.9% | 31,932 | +64.3% | 1.44% | +59.6% |
| Q2 2020 | $1,093,000 | +46.7% | 19,438 | +39.4% | 0.90% | +17.7% |
| Q4 2019 | $745,000 | – | 13,949 | – | 0.77% | – |
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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% |