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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,655 | -4.2% | 467 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $21,557 | -1.6% | 467 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,907 | +2.8% | 467 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,319 | +1.5% | 467 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $21,000 | -69.1% | 467 | -66.7% | 0.01% | -69.2% |
| Q2 2022 | $68,000 | -4.2% | 1,402 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $71,000 | -14.5% | 1,402 | -9.2% | 0.02% | -16.7% |
| Q4 2021 | $83,000 | +62.7% | 1,544 | +65.1% | 0.03% | +50.0% |
| Q3 2021 | $51,000 | 0.0% | 935 | 0.0% | 0.02% | -25.9% |
| Q2 2021 | $51,000 | +2.0% | 935 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $50,000 | -3.8% | 935 | 0.0% | 0.03% | -9.4% |
| Q4 2020 | $52,000 | 0.0% | 935 | 0.0% | 0.03% | -15.8% |
| Q3 2020 | $52,000 | -1.9% | 935 | 0.0% | 0.04% | -9.5% |
| Q2 2020 | $53,000 | +3.9% | 935 | 0.0% | 0.04% | -17.6% |
| Q1 2020 | $51,000 | – | 935 | – | 0.05% | – |
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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% |