SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,328 | -4.4% | 10,815 | -0.2% | 0.33% | +14.8% |
| Q2 2023 | $500,236 | -10.0% | 10,837 | -8.5% | 0.29% | -27.1% |
| Q1 2023 | $555,596 | +1.3% | 11,844 | -1.4% | 0.40% | -11.6% |
| Q4 2022 | $548,632 | -13.5% | 12,018 | -14.2% | 0.45% | -32.6% |
| Q3 2022 | $634,000 | +5.0% | 13,999 | +11.0% | 0.67% | +7.7% |
| Q2 2022 | $604,000 | +58.5% | 12,615 | +67.4% | 0.62% | +143.1% |
| Q1 2022 | $381,000 | -85.1% | 7,535 | -84.1% | 0.26% | -87.4% |
| Q4 2021 | $2,559,000 | – | 47,470 | – | 2.03% | – |
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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% |