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 | $2,370,835 | +1.0% | 53,602 | +5.4% | 1.56% | +2.1% |
| Q2 2023 | $2,347,175 | -3.3% | 50,849 | -1.7% | 1.52% | +1.4% |
| Q1 2023 | $2,427,399 | +10.2% | 51,746 | +7.3% | 1.50% | +3.8% |
| Q4 2022 | $2,201,972 | -15.3% | 48,236 | -15.9% | 1.45% | -21.7% |
| Q3 2022 | $2,599,000 | -6.8% | 57,361 | -1.5% | 1.85% | -13.4% |
| Q2 2022 | $2,788,000 | -11.6% | 58,235 | -6.7% | 2.14% | -2.2% |
| Q1 2022 | $3,155,000 | -15.9% | 62,387 | -10.4% | 2.18% | -13.9% |
| Q4 2021 | $3,752,000 | -2.6% | 69,606 | -1.9% | 2.54% | -24.9% |
| Q3 2021 | $3,852,000 | -2.3% | 70,988 | -1.7% | 3.38% | -16.5% |
| Q2 2021 | $3,943,000 | – | 72,224 | – | 4.05% | – |
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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% |