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 | $635,320 | +50.7% | 14,364 | +57.2% | 0.55% | +48.5% |
| Q2 2023 | $421,684 | -1.9% | 9,135 | -0.3% | 0.37% | -9.2% |
| Q1 2023 | $429,833 | +2.8% | 9,163 | +0.1% | 0.41% | -6.6% |
| Q4 2022 | $418,055 | +0.5% | 9,158 | -0.2% | 0.44% | -3.1% |
| Q3 2022 | $416,000 | -6.7% | 9,175 | -1.6% | 0.45% | -3.4% |
| Q2 2022 | $446,000 | -6.7% | 9,322 | -1.4% | 0.47% | +3.5% |
| Q1 2022 | $478,000 | +11.2% | 9,453 | +18.6% | 0.45% | +9.4% |
| Q4 2021 | $430,000 | – | 7,972 | – | 0.42% | – |
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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% |