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 | $20,642 | -0.7% | 46,669 | +3.6% | 0.00% | – |
| Q2 2023 | $20,792 | +20.1% | 45,044 | +22.1% | 0.00% | – |
| Q1 2023 | $17,306 | -99.9% | 36,892 | -1.5% | 0.00% | -100.0% |
| Q4 2022 | $17,100,000 | -0.5% | 37,459 | -1.2% | 0.40% | +12.8% |
| Q3 2022 | $17,181,000 | -7.3% | 37,918 | -90.2% | 0.36% | -15.4% |
| Q2 2022 | $18,530,000 | -8.2% | 387,099 | -3.0% | 0.42% | -33.8% |
| Q1 2022 | $20,177,000 | -5.9% | 398,997 | +1.0% | 0.64% | -73.3% |
| Q3 2021 | $21,431,000 | -0.2% | 394,962 | +0.4% | 2.40% | -0.6% |
| Q2 2021 | $21,474,000 | +7.2% | 393,298 | +5.9% | 2.41% | +0.4% |
| Q1 2021 | $20,036,000 | – | 371,445 | – | 2.40% | – |
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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% |