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 | $434,914 | +10.4% | 9,833 | +15.2% | 0.05% | +16.3% |
Q2 2023 | $394,022 | +6.1% | 8,536 | +7.8% | 0.04% | -4.4% |
Q1 2023 | $371,386 | +8.7% | 7,917 | +5.8% | 0.04% | 0.0% |
Q4 2022 | $341,599 | +3.5% | 7,483 | +2.7% | 0.04% | +7.1% |
Q3 2022 | $330,000 | -23.1% | 7,289 | -18.6% | 0.04% | -26.3% |
Q2 2022 | $429,000 | -11.7% | 8,952 | -6.8% | 0.06% | 0.0% |
Q1 2022 | $486,000 | +12.0% | 9,605 | +19.2% | 0.06% | +21.3% |
Q4 2021 | $434,000 | +14.5% | 8,059 | +15.3% | 0.05% | -2.1% |
Q3 2021 | $379,000 | -10.2% | 6,988 | -9.1% | 0.05% | -5.9% |
Q2 2021 | $422,000 | +74.4% | 7,691 | +71.5% | 0.05% | +41.7% |
Q1 2021 | $242,000 | +13.6% | 4,485 | +17.9% | 0.04% | +9.1% |
Q4 2020 | $213,000 | +2.4% | 3,803 | +2.1% | 0.03% | -2.9% |
Q3 2020 | $208,000 | -15.4% | 3,723 | -18.0% | 0.03% | -44.3% |
Q1 2020 | $246,000 | +1.2% | 4,542 | 0.0% | 0.06% | +29.8% |
Q4 2019 | $243,000 | +3.8% | 4,542 | +4.6% | 0.05% | -6.0% |
Q3 2019 | $234,000 | -24.3% | 4,342 | -25.6% | 0.05% | -27.5% |
Q2 2019 | $309,000 | +5.8% | 5,835 | +3.5% | 0.07% | 0.0% |
Q1 2019 | $292,000 | +3.9% | 5,635 | +1.3% | 0.07% | -4.2% |
Q4 2018 | $281,000 | -4.7% | 5,564 | -5.1% | 0.07% | +7.5% |
Q3 2018 | $295,000 | 0.0% | 5,863 | +0.5% | 0.07% | -8.2% |
Q2 2018 | $295,000 | +9.7% | 5,832 | +10.4% | 0.07% | +9.0% |
Q1 2018 | $269,000 | +2.7% | 5,282 | +5.0% | 0.07% | 0.0% |
Q4 2017 | $262,000 | +1.2% | 5,032 | +1.9% | 0.07% | -4.3% |
Q3 2017 | $259,000 | +17.2% | 4,939 | +16.9% | 0.07% | +11.1% |
Q2 2017 | $221,000 | – | 4,224 | – | 0.06% | – |
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% |