SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,953 | -4.2% | 6,126 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $282,776 | -1.6% | 6,126 | 0.0% | 0.23% | -5.4% |
| Q1 2023 | $287,371 | +6.9% | 6,126 | +4.0% | 0.24% | -0.8% |
| Q4 2022 | $268,787 | +0.7% | 5,888 | 0.0% | 0.24% | -6.5% |
| Q3 2022 | $267,000 | -5.3% | 5,888 | 0.0% | 0.26% | -1.1% |
| Q2 2022 | $282,000 | +2.9% | 5,888 | +25.8% | 0.26% | +11.4% |
| Q1 2022 | $274,000 | -6.2% | 4,680 | -13.6% | 0.24% | -2.9% |
| Q4 2021 | $292,000 | +3.9% | 5,417 | +4.6% | 0.24% | -1.6% |
| Q3 2021 | $281,000 | -0.7% | 5,177 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $283,000 | +12.3% | 5,177 | +10.6% | 0.25% | +4.2% |
| Q1 2021 | $252,000 | +0.4% | 4,680 | +4.4% | 0.24% | -4.8% |
| Q4 2020 | $251,000 | – | 4,484 | – | 0.25% | – |
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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% |