SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -12.0% | 6,391 | -1.5% | 0.01% | 0.0% |
| Q4 2021 | $350,000 | +6.4% | 6,490 | +7.1% | 0.01% | -7.7% |
| Q3 2021 | $329,000 | -0.3% | 6,057 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $330,000 | -14.3% | 6,047 | -15.2% | 0.01% | -23.5% |
| Q1 2021 | $385,000 | -3.8% | 7,135 | +0.0% | 0.02% | -10.5% |
| Q4 2020 | $400,000 | +7.5% | 7,132 | +7.5% | 0.02% | -5.0% |
| Q3 2020 | $372,000 | 0.0% | 6,632 | +0.2% | 0.02% | -13.0% |
| Q2 2020 | $372,000 | +1.1% | 6,617 | -2.5% | 0.02% | -14.8% |
| Q1 2020 | $368,000 | +206.7% | 6,787 | +183.4% | 0.03% | +285.7% |
| Q3 2018 | $120,000 | – | 2,395 | – | 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% |