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 | $7,371,666 | -9.2% | 166,666 | -5.3% | 0.10% | -7.2% |
| Q2 2023 | $8,122,408 | +1.1% | 175,962 | +2.8% | 0.11% | -6.7% |
| Q1 2023 | $8,031,948 | +3.1% | 171,220 | +0.3% | 0.12% | -4.8% |
| Q4 2022 | $7,790,821 | +0.6% | 170,664 | -0.1% | 0.12% | -6.7% |
| Q3 2022 | $7,741,588 | +0.5% | 170,857 | +6.2% | 0.13% | -6.9% |
| Q2 2022 | $7,700,000 | -7.5% | 160,834 | -2.3% | 0.14% | +4.3% |
| Q1 2022 | $8,325,000 | – | 164,617 | – | 0.14% | – |
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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% |