SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,357,310 | -6.6% | 30,688 | -2.5% | 0.54% | -2.2% |
| Q2 2023 | $1,453,032 | +2.8% | 31,478 | +4.6% | 0.55% | -3.3% |
| Q1 2023 | $1,412,835 | +20.5% | 30,105 | +17.2% | 0.57% | +12.0% |
| Q4 2022 | $1,172,194 | +32.8% | 25,678 | +31.7% | 0.51% | +23.8% |
| Q3 2022 | $883,000 | -6.7% | 19,493 | -1.4% | 0.41% | -2.1% |
| Q2 2022 | $946,000 | +1.4% | 19,766 | +7.1% | 0.42% | +22.4% |
| Q1 2022 | $933,000 | -26.9% | 18,448 | -22.2% | 0.34% | -24.8% |
| Q4 2021 | $1,277,000 | – | 23,701 | – | 0.46% | – |
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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% |