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 2023 | $1,185,187 | -1.3% | 26,796 | +3.0% | 3.79% | -13.7% |
| Q2 2023 | $1,201,314 | +11.3% | 26,025 | +13.1% | 4.40% | +0.2% |
| Q1 2023 | $1,079,211 | -2.1% | 23,006 | -4.8% | 4.39% | -17.5% |
| Q4 2022 | $1,102,721 | +12.9% | 24,156 | +12.0% | 5.32% | -3.2% |
| Q3 2022 | $977,000 | -7.7% | 21,570 | -2.5% | 5.50% | +2.5% |
| Q2 2022 | $1,059,000 | -2.8% | 22,126 | +2.7% | 5.36% | +9.2% |
| Q1 2022 | $1,089,000 | +3.9% | 21,536 | +10.8% | 4.91% | -4.9% |
| Q4 2021 | $1,048,000 | +18.0% | 19,439 | +18.8% | 5.16% | -2.3% |
| Q3 2021 | $888,000 | +9.5% | 16,364 | +10.2% | 5.28% | -13.4% |
| Q2 2021 | $811,000 | +6.3% | 14,848 | +5.0% | 6.10% | -31.2% |
| Q1 2021 | $763,000 | +18.5% | 14,146 | +22.9% | 8.87% | -38.4% |
| Q4 2020 | $644,000 | – | 11,509 | – | 14.40% | – |
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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% |