SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,689,663 | +10.2% | 241,684 | +15.0% | 0.24% | +13.0% |
| Q2 2023 | $9,700,916 | +2.9% | 210,158 | +4.6% | 0.22% | -4.9% |
| Q1 2023 | $9,428,485 | +7.0% | 200,991 | +7.6% | 0.23% | -6.2% |
| Q4 2022 | $8,811,327 | -10.6% | 186,760 | -14.2% | 0.24% | -35.9% |
| Q3 2022 | $9,861,000 | -7.7% | 217,634 | -2.5% | 0.38% | +3.0% |
| Q2 2022 | $10,688,000 | +17.1% | 223,271 | +23.7% | 0.36% | +2.0% |
| Q1 2022 | $9,129,000 | -9.4% | 180,522 | -3.4% | 0.36% | -12.7% |
| Q4 2021 | $10,074,000 | +11.7% | 186,902 | +12.5% | 0.41% | -1.4% |
| Q3 2021 | $9,018,000 | +11.7% | 166,200 | +12.4% | 0.42% | +11.8% |
| Q2 2021 | $8,073,000 | +24.2% | 147,857 | +22.7% | 0.37% | +8.1% |
| Q1 2021 | $6,502,000 | +18.4% | 120,519 | +23.0% | 0.34% | -12.9% |
| Q4 2020 | $5,490,000 | +8.6% | 97,983 | +8.7% | 0.40% | -10.2% |
| Q3 2020 | $5,055,000 | +41.2% | 90,139 | +41.6% | 0.44% | +29.4% |
| Q2 2020 | $3,581,000 | +17.2% | 63,674 | +13.1% | 0.34% | +6.9% |
| Q1 2020 | $3,055,000 | +45.9% | 56,293 | +43.6% | 0.32% | +80.7% |
| Q4 2019 | $2,094,000 | +59.5% | 39,191 | +60.7% | 0.18% | +43.1% |
| Q3 2019 | $1,313,000 | +26160.0% | 24,383 | +24283.0% | 0.12% | +12200.0% |
| Q2 2018 | $5,000 | – | 100 | – | 0.00% | – |
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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% |