SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $435,000 | -8.0% | 9,607 | -0.3% | 0.20% | +6.8% |
| Q2 2022 | $473,000 | -14.5% | 9,640 | -11.8% | 0.19% | -5.4% |
| Q1 2022 | $553,000 | -38.4% | 10,933 | -34.4% | 0.20% | -37.1% |
| Q4 2021 | $898,000 | -11.3% | 16,660 | -10.6% | 0.32% | -14.6% |
| Q3 2021 | $1,012,000 | +1.2% | 18,644 | +1.8% | 0.38% | +1.1% |
| Q2 2021 | $1,000,000 | +12.9% | 18,320 | +11.6% | 0.37% | +21.2% |
| Q1 2021 | $886,000 | +18.1% | 16,416 | +22.6% | 0.31% | +4.4% |
| Q4 2020 | $750,000 | +12.8% | 13,393 | +13.0% | 0.29% | -2.3% |
| Q3 2020 | $665,000 | – | 11,854 | – | 0.30% | – |
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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% |