SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,998,881 | -5.2% | 226,066 | -1.1% | 6.43% | -1.9% |
| Q2 2023 | $10,552,553 | +5.5% | 228,608 | +7.3% | 6.55% | +2.7% |
| Q1 2023 | $9,997,728 | +18.8% | 213,126 | +15.6% | 6.38% | +6.4% |
| Q4 2022 | $8,414,634 | +0.9% | 184,329 | +0.2% | 6.00% | -13.0% |
| Q3 2022 | $8,336,000 | +1.9% | 183,979 | +7.7% | 6.89% | -3.6% |
| Q2 2022 | $8,180,000 | +43.4% | 170,879 | +51.4% | 7.15% | +56.8% |
| Q1 2022 | $5,706,000 | -2.2% | 112,836 | +4.2% | 4.56% | +4.3% |
| Q4 2021 | $5,834,000 | +2.5% | 108,243 | +3.2% | 4.38% | -7.5% |
| Q3 2021 | $5,692,000 | +1.3% | 104,902 | +2.0% | 4.73% | +2.1% |
| Q2 2021 | $5,617,000 | +6.3% | 102,875 | +5.1% | 4.63% | -5.2% |
| Q1 2021 | $5,282,000 | +11.0% | 97,898 | +15.3% | 4.88% | -10.1% |
| Q4 2020 | $4,757,000 | – | 84,900 | – | 5.43% | – |
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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% |