SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,938,000 | -22.3% | 35,719 | -23.5% | 0.09% | +7.2% |
| Q4 2019 | $2,494,000 | -2.1% | 46,684 | -1.3% | 0.08% | -5.7% |
| Q3 2019 | $2,547,000 | +7.1% | 47,305 | +5.4% | 0.09% | +18.9% |
| Q2 2019 | $2,379,000 | -11.1% | 44,883 | -13.0% | 0.07% | -12.9% |
| Q1 2019 | $2,675,000 | -3.7% | 51,563 | -6.1% | 0.08% | -12.4% |
| Q4 2018 | $2,777,000 | -11.5% | 54,885 | -12.1% | 0.10% | 0.0% |
| Q3 2018 | $3,138,000 | -2.4% | 62,442 | -1.6% | 0.10% | -5.8% |
| Q2 2018 | $3,215,000 | +2.2% | 63,483 | +3.0% | 0.10% | +2.0% |
| Q1 2018 | $3,146,000 | +3.4% | 61,663 | +5.5% | 0.10% | 0.0% |
| Q4 2017 | $3,043,000 | -0.4% | 58,474 | +0.2% | 0.10% | -6.5% |
| Q3 2017 | $3,054,000 | +21.9% | 58,330 | +21.7% | 0.11% | +13.7% |
| Q2 2017 | $2,505,000 | +9.1% | 47,935 | +8.1% | 0.10% | +1.1% |
| Q1 2017 | $2,297,000 | +5.4% | 44,349 | +4.8% | 0.09% | +2.2% |
| Q4 2016 | $2,180,000 | +19.1% | 42,334 | +24.1% | 0.09% | +21.1% |
| Q3 2016 | $1,830,000 | +3.2% | 34,100 | +3.3% | 0.08% | +1.3% |
| Q2 2016 | $1,774,000 | +37.0% | 33,025 | +34.7% | 0.08% | +36.4% |
| Q1 2016 | $1,295,000 | +71.5% | 24,516 | +67.3% | 0.06% | +66.7% |
| Q4 2015 | $755,000 | +15.3% | 14,652 | +16.6% | 0.03% | +13.8% |
| Q3 2015 | $655,000 | -6.2% | 12,563 | -6.9% | 0.03% | +7.4% |
| Q2 2015 | $698,000 | +7.2% | 13,498 | +9.7% | 0.03% | +8.0% |
| Q1 2015 | $651,000 | +12.8% | 12,304 | +11.6% | 0.02% | +13.6% |
| Q4 2014 | $577,000 | +14.7% | 11,028 | +13.5% | 0.02% | +15.8% |
| Q3 2014 | $503,000 | -6.7% | 9,718 | -6.4% | 0.02% | -5.0% |
| Q2 2014 | $539,000 | +16.2% | 10,388 | +14.5% | 0.02% | +11.1% |
| Q1 2014 | $464,000 | +25.4% | 9,075 | +23.4% | 0.02% | +28.6% |
| Q4 2013 | $370,000 | +112.6% | 7,353 | +115.3% | 0.01% | +100.0% |
| Q3 2013 | $174,000 | +1481.8% | 3,416 | +1534.4% | 0.01% | – |
| Q2 2013 | $11,000 | – | 209 | – | 0.00% | – |
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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% |