SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,493 | -8.1% | 13,735 | -4.1% | 0.63% | -3.2% |
| Q2 2023 | $661,216 | -6.5% | 14,324 | -5.0% | 0.65% | -8.8% |
| Q1 2023 | $707,545 | -0.1% | 15,083 | -2.8% | 0.72% | -3.2% |
| Q4 2022 | $708,478 | -0.5% | 15,520 | -1.2% | 0.74% | -6.8% |
| Q3 2022 | $712,000 | -6.7% | 15,710 | -1.5% | 0.80% | -2.1% |
| Q2 2022 | $763,000 | -61.1% | 15,950 | -72.2% | 0.81% | -54.6% |
| Q1 2022 | $1,962,000 | +120.2% | 57,320 | +246.6% | 1.79% | +124.9% |
| Q4 2021 | $891,000 | – | 16,540 | – | 0.80% | – |
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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% |