SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,437 | +98622.9% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $279 | +2.6% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $272 | -99.9% | 5,967 | -13.6% | 0.00% | -25.0% |
| Q3 2022 | $313,000 | -3.7% | 6,905 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $325,000 | -5.0% | 6,758 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $342,000 | -58.3% | 6,758 | -55.3% | 0.00% | -25.0% |
| Q3 2021 | $820,000 | +99.0% | 15,124 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $412,000 | +62.2% | 7,562 | +60.0% | 0.00% | +33.3% |
| Q1 2021 | $254,000 | -4.2% | 4,725 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $265,000 | 0.0% | 4,722 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $265,000 | +24.4% | 4,722 | +25.3% | 0.00% | 0.0% |
| Q2 2020 | $213,000 | +1.9% | 3,770 | -2.6% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -8.7% | 3,870 | -9.4% | 0.00% | 0.0% |
| Q4 2019 | $229,000 | -5.4% | 4,270 | -5.2% | 0.00% | 0.0% |
| Q3 2019 | $242,000 | -10.4% | 4,502 | -11.8% | 0.00% | 0.0% |
| Q2 2019 | $270,000 | -2.2% | 5,102 | -4.0% | 0.00% | 0.0% |
| Q1 2019 | $276,000 | +2.6% | 5,314 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $269,000 | +0.7% | 5,314 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $267,000 | -24.8% | 5,314 | -24.2% | 0.00% | -20.0% |
| Q2 2018 | $355,000 | – | 7,012 | – | 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% |