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 | $691,428 | -6.3% | 15,633 | -2.2% | 0.29% | -5.5% |
| Q2 2023 | $737,828 | -21.2% | 15,984 | -19.9% | 0.31% | -25.8% |
| Q1 2023 | $935,882 | -20.2% | 19,951 | -22.3% | 0.42% | -28.3% |
| Q4 2022 | $1,172,871 | -13.0% | 25,693 | -13.6% | 0.58% | -15.4% |
| Q3 2022 | $1,347,905 | -10.0% | 29,749 | -4.9% | 0.68% | -8.9% |
| Q2 2022 | $1,498,072 | -37.6% | 31,295 | -34.1% | 0.75% | -41.4% |
| Q1 2022 | $2,401,837 | -24.7% | 47,495 | -19.7% | 1.28% | -53.2% |
| Q4 2021 | $3,187,833 | +4.4% | 59,143 | +5.1% | 2.74% | -9.2% |
| Q3 2021 | $3,052,244 | +9.8% | 56,252 | +10.5% | 3.02% | +3.2% |
| Q2 2021 | $2,779,589 | – | 50,908 | – | 2.92% | – |
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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% |