SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,447,644 | -0.3% | 123,166 | +4.0% | 0.27% | +0.7% |
| Q2 2023 | $5,464,447 | +39.1% | 118,381 | +41.3% | 0.27% | +26.6% |
| Q1 2023 | $3,929,539 | +25.3% | 83,768 | +22.0% | 0.21% | +12.0% |
| Q4 2022 | $3,135,207 | -6.0% | 68,679 | -1.4% | 0.19% | -15.1% |
| Q3 2022 | $3,335,000 | 0.0% | 69,665 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $3,335,000 | +159.5% | 69,665 | +192.2% | 0.22% | +192.2% |
| Q4 2021 | $1,285,000 | -49.4% | 23,839 | -49.0% | 0.08% | -4.9% |
| Q3 2021 | $2,538,000 | -1.6% | 46,768 | -1.0% | 0.08% | -1.2% |
| Q2 2021 | $2,580,000 | -50.7% | 47,253 | -51.3% | 0.08% | -56.4% |
| Q1 2021 | $5,232,000 | – | 96,986 | – | 0.19% | – |
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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% |