SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,533 | +10.8% | 6,953 | +15.7% | 0.13% | +14.0% |
| Q2 2023 | $277,477 | +32.7% | 6,011 | +34.8% | 0.11% | +29.5% |
| Q1 2023 | $209,111 | -4.6% | 4,458 | -7.2% | 0.09% | -8.3% |
| Q4 2022 | $219,256 | -1.7% | 4,803 | -2.6% | 0.10% | -9.4% |
| Q3 2022 | $223,000 | -5.1% | 4,931 | +0.4% | 0.11% | -2.8% |
| Q2 2022 | $235,000 | -61.1% | 4,911 | -56.2% | 0.11% | -59.8% |
| Q1 2022 | $604,000 | 0.0% | 11,212 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $604,000 | -3.7% | 11,212 | -3.0% | 0.27% | -23.2% |
| Q3 2021 | $627,000 | -0.5% | 11,554 | +0.1% | 0.35% | -4.1% |
| Q2 2021 | $630,000 | -0.2% | 11,537 | -0.7% | 0.37% | -10.2% |
| Q1 2021 | $631,000 | -2.6% | 11,619 | -0.6% | 0.41% | -26.4% |
| Q4 2020 | $648,000 | – | 11,691 | – | 0.56% | – |
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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% |