SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82,589,133 | -6.6% | 1,867,265 | -2.5% | 0.02% | -5.6% |
Q2 2023 | $88,415,743 | -1.9% | 1,915,419 | -0.3% | 0.02% | -5.3% |
Q1 2023 | $90,132,454 | -1.8% | 1,921,391 | -4.5% | 0.02% | -9.5% |
Q4 2022 | $91,815,893 | +6325.2% | 2,011,301 | +7784.1% | 0.02% | – |
Q4 2020 | $1,429,000 | +31.0% | 25,511 | +31.1% | 0.00% | – |
Q3 2020 | $1,091,000 | +62.8% | 19,458 | +63.2% | 0.00% | – |
Q2 2020 | $670,000 | +65.4% | 11,921 | +59.6% | 0.00% | – |
Q1 2020 | $405,000 | -85.6% | 7,467 | -85.8% | 0.00% | -100.0% |
Q4 2019 | $2,817,000 | -72.2% | 52,732 | -71.9% | 0.00% | -66.7% |
Q3 2019 | $10,115,000 | -24.2% | 187,834 | -25.4% | 0.00% | -25.0% |
Q2 2019 | $13,336,000 | +115.4% | 251,625 | +110.9% | 0.00% | +100.0% |
Q1 2019 | $6,190,000 | +43.6% | 119,307 | +40.0% | 0.00% | +100.0% |
Q4 2018 | $4,311,000 | -28.1% | 85,220 | -28.6% | 0.00% | -50.0% |
Q3 2018 | $5,995,000 | +264.9% | 119,310 | +270.6% | 0.00% | – |
Q1 2018 | $1,643,000 | -73.5% | 32,195 | -73.0% | 0.00% | -100.0% |
Q4 2017 | $6,209,000 | -20.7% | 119,304 | -20.2% | 0.00% | -50.0% |
Q3 2017 | $7,832,000 | +0.4% | 149,578 | +0.2% | 0.00% | 0.0% |
Q2 2017 | $7,797,000 | +47.6% | 149,224 | +47.9% | 0.00% | 0.0% |
Q4 2012 | $5,282,000 | -71.3% | 100,926 | -71.8% | 0.00% | -77.8% |
Q1 2012 | $18,413,000 | – | 357,603 | – | 0.01% | – |
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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% |