SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $235,000 | -46.7% | 4,675 | -44.5% | 0.06% | -48.4% |
| Q3 2017 | $441,000 | +8.9% | 8,425 | +8.7% | 0.12% | +5.1% |
| Q2 2017 | $405,000 | +8.0% | 7,750 | +6.9% | 0.12% | +3.5% |
| Q1 2017 | $375,000 | +0.5% | 7,250 | 0.0% | 0.11% | -0.9% |
| Q4 2016 | $373,000 | -4.1% | 7,250 | 0.0% | 0.12% | -8.7% |
| Q3 2016 | $389,000 | 0.0% | 7,250 | 0.0% | 0.13% | -4.5% |
| Q2 2016 | $389,000 | +1.6% | 7,250 | 0.0% | 0.13% | +2.3% |
| Q1 2016 | $383,000 | +7.3% | 7,250 | +4.7% | 0.13% | +4.0% |
| Q4 2015 | $357,000 | -1.1% | 6,925 | 0.0% | 0.12% | -3.1% |
| Q3 2015 | $361,000 | +9.1% | 6,925 | +8.2% | 0.13% | +21.9% |
| Q2 2015 | $331,000 | -2.4% | 6,400 | 0.0% | 0.10% | -3.7% |
| Q1 2015 | $339,000 | +1.2% | 6,400 | 0.0% | 0.11% | +0.9% |
| Q4 2014 | $335,000 | +1.2% | 6,400 | 0.0% | 0.11% | -6.9% |
| Q3 2014 | $331,000 | -0.3% | 6,400 | 0.0% | 0.12% | +6.4% |
| Q2 2014 | $332,000 | +6.8% | 6,400 | +5.3% | 0.11% | +1.9% |
| Q1 2014 | $311,000 | +11.1% | 6,075 | +9.0% | 0.11% | +21.6% |
| Q4 2013 | $280,000 | -1.1% | 5,575 | 0.0% | 0.09% | -4.3% |
| Q3 2013 | $283,000 | +11.9% | 5,575 | +11.5% | 0.09% | +5.7% |
| Q2 2013 | $253,000 | – | 5,000 | – | 0.09% | – |
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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% |