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 | $86,046 | -7.1% | 1,945 | -3.1% | 0.04% | -2.3% |
| Q2 2023 | $92,627 | -18.3% | 2,007 | -17.0% | 0.04% | -25.4% |
| Q1 2023 | $113,414 | +3.9% | 2,418 | +1.1% | 0.06% | +7.3% |
| Q4 2022 | $109,175 | +22.7% | 2,392 | +22.2% | 0.06% | +10.0% |
| Q3 2022 | $89,000 | -4.3% | 1,957 | +0.5% | 0.05% | +4.2% |
| Q2 2022 | $93,000 | -5.1% | 1,948 | +0.4% | 0.05% | 0.0% |
| Q1 2022 | $98,000 | -7.5% | 1,940 | -1.0% | 0.05% | -5.9% |
| Q4 2021 | $106,000 | 0.0% | 1,959 | +0.5% | 0.05% | -8.9% |
| Q3 2021 | $106,000 | 0.0% | 1,949 | +0.4% | 0.06% | -5.1% |
| Q2 2021 | $106,000 | +1.9% | 1,942 | +0.4% | 0.06% | -7.8% |
| Q1 2021 | $104,000 | -3.7% | 1,935 | +0.3% | 0.06% | -11.1% |
| Q4 2020 | $108,000 | -2.7% | 1,930 | -2.4% | 0.07% | -20.0% |
| Q3 2020 | $111,000 | 0.0% | 1,977 | +0.4% | 0.09% | 0.0% |
| Q2 2020 | $111,000 | -1.8% | 1,969 | -5.8% | 0.09% | -22.4% |
| Q1 2020 | $113,000 | -1.7% | 2,091 | -3.2% | 0.12% | +24.7% |
| Q4 2019 | $115,000 | – | 2,160 | – | 0.09% | – |
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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% |