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 | $921,737 | -6.1% | 20,840 | -2.0% | 0.83% | -3.0% |
| Q2 2023 | $982,068 | -1.6% | 21,275 | 0.0% | 0.86% | -7.3% |
| Q1 2023 | $998,025 | +2.8% | 21,275 | +1877.2% | 0.93% | -5.5% |
| Q4 2022 | $971,218 | +0.7% | 1,076 | +0.3% | 0.98% | -9.9% |
| Q3 2022 | $964,000 | -5.3% | 1,073 | -1.6% | 1.09% | -0.7% |
| Q2 2022 | $1,018,000 | -5.4% | 1,091 | -1.4% | 1.10% | +10.7% |
| Q1 2022 | $1,076,000 | -6.1% | 1,106 | -1.8% | 0.99% | +0.4% |
| Q4 2021 | $1,146,000 | – | 1,126 | – | 0.99% | – |
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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% |