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 | $1,888,194 | +5.1% | 42,690 | +9.7% | 0.86% | -2.7% |
| Q2 2023 | $1,796,360 | -6.0% | 38,916 | -4.4% | 0.88% | -10.6% |
| Q1 2023 | $1,910,515 | +6.5% | 40,727 | +3.6% | 0.99% | +4.5% |
| Q4 2022 | $1,794,462 | +7.9% | 39,309 | +7.1% | 0.95% | +3.5% |
| Q3 2022 | $1,663,000 | -2.7% | 36,711 | +2.8% | 0.91% | +7.3% |
| Q2 2022 | $1,709,000 | -8.1% | 35,705 | -2.9% | 0.85% | +11.2% |
| Q1 2022 | $1,859,000 | -32.6% | 36,765 | -28.2% | 0.77% | -37.2% |
| Q4 2021 | $2,759,000 | +0.5% | 51,183 | +1.2% | 1.22% | -17.2% |
| Q3 2021 | $2,744,000 | -4.1% | 50,573 | -3.5% | 1.47% | -4.8% |
| Q2 2021 | $2,861,000 | -0.5% | 52,394 | -1.7% | 1.55% | -21.4% |
| Q1 2021 | $2,875,000 | +31.5% | 53,288 | +36.5% | 1.97% | +3.5% |
| Q4 2020 | $2,187,000 | – | 39,039 | – | 1.90% | – |
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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% |