SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $202,000 | -5.6% | 4,475 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $214,000 | -5.3% | 4,475 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $226,000 | -6.2% | 4,475 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $241,000 | -0.4% | 4,475 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $242,000 | -0.8% | 4,475 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $244,000 | -6.2% | 4,475 | -7.3% | 0.02% | +88.9% |
| Q1 2021 | $260,000 | +7.0% | 4,825 | +10.9% | 0.01% | -10.0% |
| Q4 2020 | $243,000 | -4.7% | 4,350 | -4.4% | 0.01% | -16.7% |
| Q3 2020 | $255,000 | +5.8% | 4,550 | +5.8% | 0.01% | 0.0% |
| Q2 2020 | $241,000 | -7.3% | 4,300 | -10.4% | 0.01% | -20.0% |
| Q1 2020 | $260,000 | -0.8% | 4,800 | -2.1% | 0.02% | +15.4% |
| Q4 2019 | $262,000 | +6.1% | 4,905 | +6.6% | 0.01% | +8.3% |
| Q3 2019 | $247,000 | +1.6% | 4,600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $243,000 | +2.1% | 4,600 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $238,000 | +2.6% | 4,600 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $232,000 | -20.8% | 4,600 | -21.0% | 0.01% | -17.6% |
| Q3 2018 | $293,000 | +6.5% | 5,825 | +7.4% | 0.02% | +6.2% |
| Q2 2018 | $275,000 | – | 5,425 | – | 0.02% | – |
Download | ||||||
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% |