SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,371 | +4.3% | 20,130 | +8.8% | 0.60% | +11.4% |
| Q2 2023 | $854,035 | +114.3% | 18,502 | +117.7% | 0.54% | +100.0% |
| Q1 2023 | $398,601 | +136.5% | 8,497 | +130.1% | 0.27% | +129.1% |
| Q4 2022 | $168,525 | -71.0% | 3,692 | -69.7% | 0.12% | -75.7% |
| Q2 2022 | $582,000 | -57.2% | 12,167 | -54.7% | 0.48% | -53.2% |
| Q1 2022 | $1,359,000 | +56.6% | 26,866 | +66.7% | 1.03% | +71.3% |
| Q4 2021 | $868,000 | +75.7% | 16,112 | +47.7% | 0.60% | +55.4% |
| Q3 2021 | $494,000 | – | 10,912 | – | 0.39% | – |
Download | ||||||
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% |