SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $278,000 | +21.9% | 4,960 | +17.8% | 0.14% | +4.6% |
| Q1 2020 | $228,000 | +3.6% | 4,210 | +2.4% | 0.13% | +31.3% |
| Q4 2019 | $220,000 | +3.3% | 4,110 | +2.1% | 0.10% | -2.9% |
| Q2 2019 | $213,000 | -18.4% | 4,025 | -20.1% | 0.10% | -19.7% |
| Q1 2019 | $261,000 | +9.2% | 5,040 | +6.7% | 0.13% | -2.3% |
| Q4 2018 | $239,000 | -17.0% | 4,725 | -17.5% | 0.13% | -5.8% |
| Q3 2018 | $288,000 | -22.0% | 5,725 | -21.6% | 0.14% | -23.8% |
| Q2 2018 | $369,000 | – | 7,300 | – | 0.18% | – |
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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% |