Western Financial Corp/CA - SCHWAB STRATEGIC TR ownership

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
Western Financial Corp/CA ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,261,170
-13.8%
28,514
-10.0%
0.92%
-7.2%
Q2 2023$1,462,689
-5.7%
31,687
-4.2%
1.00%
-9.8%
Q1 2023$1,551,753
+40.1%
33,079
+36.4%
1.10%
+53.9%
Q4 2022$1,107,23524,2550.72%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 268,217$14,044,00014.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 324,212$16,976,00012.72%
BSW Wealth Partners 119,908$6,278,0005.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,969$11,622,0004.58%
PRING TURNER CAPITAL GROUP INC 75,915$3,975,0004.17%
Courage Miller Partners, LLC 80,088$4,193,0003.47%
Apriem Advisors 139,080$7,282,0002.68%
SVA Wealth Management, LLC 137,291$7,189,0002.61%
Landmark Financial Advisors, LLC 37,773$1,977,0002.04%
Tuttle Capital Management, LLC 60,513$3,168,0002.00%
View complete list of SCHWAB STRATEGIC TR shareholders