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 | $1,874,240 | +3.1% | 42,375 | +7.6% | 1.44% | +6.0% |
| Q2 2023 | $1,818,212 | -4.6% | 39,389 | -3.9% | 1.36% | -8.9% |
| Q1 2023 | $1,906,200 | +46.4% | 41,002 | +43.7% | 1.49% | +35.4% |
| Q4 2022 | $1,302,491 | -14.5% | 28,532 | -15.2% | 1.10% | -22.4% |
| Q3 2022 | $1,524,000 | -16.5% | 33,645 | -9.5% | 1.42% | -4.3% |
| Q2 2022 | $1,825,000 | -1.1% | 37,167 | +1.8% | 1.48% | +6.0% |
| Q1 2022 | $1,846,000 | +202.1% | 36,496 | +221.7% | 1.40% | +205.7% |
| Q4 2021 | $611,000 | +22.0% | 11,345 | +23.6% | 0.46% | +9.1% |
| Q2 2021 | $501,000 | +27.8% | 9,177 | +26.4% | 0.42% | +14.8% |
| Q1 2021 | $392,000 | 0.0% | 7,259 | +3.6% | 0.36% | -13.9% |
| Q4 2020 | $392,000 | – | 7,005 | – | 0.42% | – |
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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% |