SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,320,352 | +89.3% | 29,852 | +100.8% | 1.23% | +77.9% |
| Q2 2023 | $697,342 | +15.5% | 14,866 | +15.5% | 0.69% | +12.5% |
| Q1 2023 | $603,521 | +2.7% | 12,866 | -0.0% | 0.62% | -2.7% |
| Q4 2022 | $587,378 | -21.9% | 12,867 | -22.0% | 0.63% | -28.4% |
| Q3 2022 | $752,000 | +204.5% | 16,498 | +262.6% | 0.88% | +329.1% |
| Q3 2021 | $247,000 | -43.7% | 4,550 | -43.4% | 0.21% | -43.3% |
| Q2 2021 | $439,000 | -35.9% | 8,037 | -36.7% | 0.36% | -42.7% |
| Q1 2021 | $685,000 | -12.4% | 12,701 | -9.0% | 0.63% | -17.8% |
| Q4 2020 | $782,000 | – | 13,956 | – | 0.77% | – |
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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% |