SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,536,515 | +0.1% | 79,957 | +4.4% | 0.32% | +6.3% |
Q2 2023 | $3,534,680 | -0.2% | 76,575 | +1.4% | 0.30% | -6.8% |
Q1 2023 | $3,542,822 | +36.7% | 75,524 | +33.0% | 0.32% | +27.1% |
Q4 2022 | $2,592,233 | -4.8% | 56,785 | -5.5% | 0.26% | -6.2% |
Q3 2022 | $2,723,000 | -4.8% | 60,095 | +0.6% | 0.27% | -3.2% |
Q2 2022 | $2,859,000 | -43.8% | 59,722 | -40.7% | 0.28% | -11.6% |
Q1 2022 | $5,089,000 | -2.7% | 100,636 | +3.7% | 0.32% | -1.2% |
Q4 2021 | $5,229,000 | -13.1% | 97,015 | -12.5% | 0.32% | -23.2% |
Q3 2021 | $6,014,000 | -3.1% | 110,844 | -2.5% | 0.42% | +1.9% |
Q2 2021 | $6,206,000 | -5.0% | 113,654 | -6.2% | 0.41% | -11.6% |
Q1 2021 | $6,534,000 | +2.0% | 121,113 | +5.9% | 0.46% | -10.1% |
Q4 2020 | $6,407,000 | -0.4% | 114,346 | -0.3% | 0.52% | -6.2% |
Q3 2020 | $6,432,000 | -15.5% | 114,691 | -15.3% | 0.55% | -10.1% |
Q2 2020 | $7,611,000 | +30.2% | 135,332 | +25.6% | 0.61% | +13.7% |
Q1 2020 | $5,847,000 | +7.5% | 107,748 | +5.9% | 0.54% | +16.9% |
Q4 2019 | $5,437,000 | +2.6% | 101,754 | +3.4% | 0.46% | -5.3% |
Q3 2019 | $5,299,000 | +7.6% | 98,406 | +5.8% | 0.49% | -10.6% |
Q2 2019 | $4,927,000 | +15.8% | 92,968 | +13.3% | 0.54% | +4.8% |
Q1 2019 | $4,256,000 | -1.5% | 82,039 | -3.9% | 0.52% | -12.9% |
Q4 2018 | $4,320,000 | -9.9% | 85,389 | -10.5% | 0.60% | -0.8% |
Q3 2018 | $4,793,000 | -3.2% | 95,388 | -2.4% | 0.60% | -10.0% |
Q2 2018 | $4,949,000 | +23.8% | 97,729 | +24.8% | 0.67% | +21.2% |
Q1 2018 | $3,997,000 | +70.8% | 78,337 | +74.2% | 0.55% | +55.1% |
Q4 2017 | $2,340,000 | – | 44,964 | – | 0.36% | – |
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% |