SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,411 | -21.7% | 1,795 | -18.3% | 0.03% | -16.2% |
| Q2 2023 | $101,360 | -1.1% | 2,196 | +0.5% | 0.04% | -15.9% |
| Q1 2023 | $102,513 | +65.0% | 2,185 | +60.5% | 0.04% | +25.7% |
| Q4 2022 | $62,129 | -21.4% | 1,361 | -21.8% | 0.04% | -31.4% |
| Q3 2022 | $79,000 | -25.5% | 1,740 | -21.4% | 0.05% | -17.7% |
| Q2 2022 | $106,000 | +171.8% | 2,215 | +278.6% | 0.06% | +138.5% |
| Q1 2022 | $39,000 | – | 585 | – | 0.03% | – |
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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% |