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 2023 | $953 | -4.0% | 21,541 | +0.2% | 0.20% | +1.5% |
| Q2 2023 | $993 | +2.0% | 21,504 | +3.6% | 0.20% | -2.4% |
| Q1 2023 | $974 | +10.3% | 20,766 | +7.4% | 0.21% | +6.2% |
| Q4 2022 | $883 | -99.9% | 19,332 | -0.6% | 0.20% | -16.3% |
| Q3 2022 | $881,000 | -4.8% | 19,449 | +0.6% | 0.23% | +0.9% |
| Q2 2022 | $925,000 | -5.1% | 19,329 | +0.2% | 0.23% | +12.1% |
| Q1 2022 | $975,000 | -6.3% | 19,284 | -0.1% | 0.21% | +0.5% |
| Q4 2021 | $1,041,000 | -8.8% | 19,306 | -8.2% | 0.20% | -16.0% |
| Q3 2021 | $1,142,000 | -6.4% | 21,041 | -5.8% | 0.24% | -3.2% |
| Q2 2021 | $1,220,000 | +5.7% | 22,346 | +4.4% | 0.25% | -2.7% |
| Q1 2021 | $1,154,000 | -4.4% | 21,394 | -0.7% | 0.26% | -13.1% |
| Q4 2020 | $1,207,000 | -3.7% | 21,548 | -3.6% | 0.30% | -15.8% |
| Q3 2020 | $1,253,000 | +5.5% | 22,350 | +5.8% | 0.35% | -0.3% |
| Q2 2020 | $1,188,000 | +32.9% | 21,123 | +28.2% | 0.36% | +12.7% |
| Q1 2020 | $894,000 | -3.5% | 16,473 | -5.0% | 0.32% | +28.0% |
| Q4 2019 | $926,000 | +7.4% | 17,334 | +8.3% | 0.25% | +3.4% |
| Q3 2019 | $862,000 | +3.9% | 16,002 | +2.2% | 0.24% | +1.3% |
| Q2 2019 | $830,000 | +10.7% | 15,659 | +8.3% | 0.24% | +5.4% |
| Q1 2019 | $750,000 | +5.5% | 14,457 | +2.9% | 0.22% | -10.4% |
| Q4 2018 | $711,000 | – | 14,053 | – | 0.25% | – |
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% |