SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,462,384 | +13.4% | 146,109 | +18.0% | 5.46% | +12.0% |
| Q2 2023 | $5,701,163 | +3.4% | 123,777 | +5.3% | 4.88% | -10.3% |
| Q1 2023 | $5,513,876 | +203.6% | 117,542 | +204.5% | 5.44% | +202.9% |
| Q4 2022 | $1,816,414 | +2.3% | 38,606 | -1.4% | 1.80% | -0.2% |
| Q3 2022 | $1,775,000 | +8.4% | 39,170 | +14.5% | 1.80% | +11.3% |
| Q2 2022 | $1,638,000 | -14.2% | 34,220 | -9.3% | 1.62% | +8.0% |
| Q1 2022 | $1,908,000 | -20.8% | 37,725 | -15.6% | 1.50% | -17.1% |
| Q4 2021 | $2,410,000 | +17.5% | 44,714 | +18.3% | 1.80% | +9.2% |
| Q3 2021 | $2,051,000 | +15.0% | 37,804 | +14.3% | 1.65% | -2.8% |
| Q1 2021 | $1,784,000 | +78.6% | 33,071 | +85.6% | 1.70% | +53.2% |
| Q4 2020 | $999,000 | – | 17,823 | – | 1.11% | – |
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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% |