SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $544,000 | -60.8% | 10,098 | -60.5% | 0.18% | -55.6% |
| Q3 2021 | $1,386,000 | -0.4% | 25,545 | +0.3% | 0.42% | +5.8% |
| Q2 2021 | $1,391,000 | -0.4% | 25,472 | -1.6% | 0.39% | -3.4% |
| Q1 2021 | $1,397,000 | -2.9% | 25,896 | +0.8% | 0.41% | -11.5% |
| Q4 2020 | $1,439,000 | -10.2% | 25,690 | -10.1% | 0.46% | -16.2% |
| Q3 2020 | $1,603,000 | -0.4% | 28,581 | -0.2% | 0.55% | -10.4% |
| Q2 2020 | $1,610,000 | -0.1% | 28,629 | -3.6% | 0.61% | -12.9% |
| Q1 2020 | $1,611,000 | +2.7% | 29,688 | +1.2% | 0.70% | +29.6% |
| Q4 2019 | $1,568,000 | +0.4% | 29,348 | +1.2% | 0.54% | -6.5% |
| Q3 2019 | $1,562,000 | +9.2% | 29,006 | +7.5% | 0.58% | +11.3% |
| Q2 2019 | $1,430,000 | +4.2% | 26,976 | +1.9% | 0.52% | -2.1% |
| Q1 2019 | $1,373,000 | +4.0% | 26,463 | +1.4% | 0.53% | -10.1% |
| Q4 2018 | $1,320,000 | -48.1% | 26,102 | -48.4% | 0.59% | -38.8% |
| Q3 2018 | $2,541,000 | -0.4% | 50,558 | +0.3% | 0.97% | -4.7% |
| Q2 2018 | $2,552,000 | +2.4% | 50,386 | +3.1% | 1.02% | -0.3% |
| Q1 2018 | $2,493,000 | -4.3% | 48,869 | -2.4% | 1.02% | -1.6% |
| Q4 2017 | $2,606,000 | +3.0% | 50,076 | +3.6% | 1.04% | -0.8% |
| Q3 2017 | $2,531,000 | +12.8% | 48,339 | +12.6% | 1.05% | +6.6% |
| Q2 2017 | $2,243,000 | +8.3% | 42,936 | +7.3% | 0.98% | +0.4% |
| Q1 2017 | $2,072,000 | +6.5% | 40,002 | +5.9% | 0.98% | +0.9% |
| Q4 2016 | $1,945,000 | +76.7% | 37,771 | +84.1% | 0.97% | +69.8% |
| Q3 2016 | $1,101,000 | +14.2% | 20,516 | +14.3% | 0.57% | +15.9% |
| Q2 2016 | $964,000 | +49.7% | 17,952 | +47.3% | 0.49% | +43.9% |
| Q1 2016 | $644,000 | -2.6% | 12,191 | -5.0% | 0.34% | -10.9% |
| Q4 2015 | $661,000 | +22.6% | 12,837 | +24.2% | 0.38% | +22.7% |
| Q3 2015 | $539,000 | +20.6% | 10,332 | +19.5% | 0.31% | +26.7% |
| Q2 2015 | $447,000 | +5.9% | 8,645 | +8.4% | 0.25% | +8.3% |
| Q1 2015 | $422,000 | – | 7,972 | – | 0.23% | – |
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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% |