SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,851 | +100.3% | 11,934 | +109.0% | 0.00% | – |
| Q2 2023 | $263,573 | -2.8% | 5,710 | -1.3% | 0.00% | – |
| Q1 2023 | $271,280 | -1.6% | 5,783 | -4.3% | 0.00% | – |
| Q4 2022 | $275,771 | +4.9% | 6,041 | +4.1% | 0.00% | -100.0% |
| Q3 2022 | $263,000 | -1.1% | 5,804 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $266,000 | +236.7% | 5,556 | +257.3% | 0.00% | – |
| Q1 2022 | $79,000 | +16.2% | 1,555 | +23.9% | 0.00% | – |
| Q4 2021 | $68,000 | -39.3% | 1,255 | -39.2% | 0.00% | – |
| Q3 2021 | $112,000 | +14.3% | 2,065 | +15.0% | 0.00% | – |
| Q2 2021 | $98,000 | 0.0% | 1,795 | -0.3% | 0.00% | – |
| Q1 2021 | $98,000 | -3.9% | 1,801 | -1.7% | 0.00% | – |
| Q4 2020 | $102,000 | – | 1,832 | +26071.4% | 0.00% | – |
| Q3 2020 | $0 | – | 7 | -12.5% | 0.00% | – |
| Q2 2020 | $0 | – | 8 | +700.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 1 | -99.1% | 0.00% | – |
| Q3 2019 | $6,000 | -57.1% | 114 | -56.0% | 0.00% | – |
| Q2 2019 | $14,000 | +133.3% | 259 | +127.2% | 0.00% | – |
| Q1 2019 | $6,000 | – | 114 | +2180.0% | 0.00% | – |
| Q1 2018 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 5 | -99.4% | 0.00% | – |
| Q2 2017 | $41,000 | +156.2% | 795 | +165.0% | 0.00% | – |
| Q2 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | – |
| Q4 2015 | $15,000 | -6.2% | 300 | 0.0% | 0.00% | – |
| Q3 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |