SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,206,000 | -28.1% | 24,008 | -27.5% | 0.18% | -29.7% |
| Q2 2018 | $1,677,000 | -0.8% | 33,121 | 0.0% | 0.26% | -0.8% |
| Q1 2018 | $1,690,000 | -2.0% | 33,121 | 0.0% | 0.26% | +0.4% |
| Q4 2017 | $1,724,000 | -0.6% | 33,121 | 0.0% | 0.26% | -4.5% |
| Q3 2017 | $1,734,000 | -2.3% | 33,121 | -2.5% | 0.27% | -9.1% |
| Q2 2017 | $1,775,000 | +0.9% | 33,971 | 0.0% | 0.30% | +0.3% |
| Q1 2017 | $1,759,000 | -68.0% | 33,971 | -68.2% | 0.30% | -70.7% |
| Q4 2016 | $5,500,000 | – | 106,795 | – | 1.01% | – |
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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% |