SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,745,043 | +8.9% | 242,936 | +13.7% | 2.47% | +7.1% |
| Q2 2023 | $9,866,889 | +9.9% | 213,754 | +11.7% | 2.31% | +1.2% |
| Q1 2023 | $8,977,592 | +12.7% | 191,379 | +9.6% | 2.28% | +0.2% |
| Q4 2022 | $7,967,867 | +34.4% | 174,543 | +33.4% | 2.28% | +15.1% |
| Q3 2022 | $5,927,000 | -1.1% | 130,799 | +4.5% | 1.98% | +0.7% |
| Q2 2022 | $5,991,000 | +2.7% | 125,151 | +8.4% | 1.97% | +16.8% |
| Q1 2022 | $5,836,000 | -0.5% | 115,412 | +6.1% | 1.68% | -0.2% |
| Q4 2021 | $5,863,000 | – | 108,775 | – | 1.69% | – |
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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% |