SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -99.1% | 19 | -99.1% | 0.00% | -100.0% |
| Q1 2020 | $110,000 | +22.2% | 2,028 | +21.0% | 0.05% | +61.3% |
| Q4 2019 | $90,000 | -43.4% | 1,676 | -45.4% | 0.03% | -36.7% |
| Q1 2019 | $159,000 | +1490.0% | 3,068 | +1514.7% | 0.05% | +1533.3% |
| Q4 2018 | $10,000 | -82.8% | 190 | -83.1% | 0.00% | -90.6% |
| Q4 2017 | $58,000 | – | 1,124 | – | 0.03% | – |
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% |