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 | $323,480 | -15.5% | 7,314 | -11.8% | 0.23% | -4.6% |
| Q2 2023 | $382,678 | +9.6% | 8,290 | +11.4% | 0.24% | -1.2% |
| Q1 2023 | $349,141 | +31.3% | 7,443 | +27.8% | 0.24% | +27.7% |
| Q4 2022 | $265,814 | -32.1% | 5,823 | -32.6% | 0.19% | -37.4% |
| Q3 2022 | $391,683 | -4.8% | 8,645 | +0.6% | 0.30% | -9.8% |
| Q2 2022 | $411,224 | -6.2% | 8,590 | -1.0% | 0.34% | -7.7% |
| Q1 2022 | $438,627 | -16.3% | 8,674 | -10.7% | 0.37% | -5.7% |
| Q4 2021 | $523,768 | +53.4% | 9,717 | +54.4% | 0.39% | +39.1% |
| Q3 2021 | $341,520 | -23.2% | 6,294 | -22.8% | 0.28% | -18.2% |
| Q2 2021 | $444,892 | +16.3% | 8,148 | +14.9% | 0.34% | +8.9% |
| Q1 2021 | $382,601 | -0.4% | 7,092 | +3.4% | 0.31% | -12.1% |
| Q4 2020 | $384,178 | – | 6,857 | – | 0.36% | – |
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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% |