SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 68 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
| Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
| Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
| Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 0.00% | – |
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% |