SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,004,000 | +28.2% | 19,347 | +25.0% | 0.10% | +15.9% |
| Q4 2018 | $783,000 | +5.2% | 15,477 | +4.5% | 0.08% | +18.8% |
| Q3 2018 | $744,000 | +7.7% | 14,811 | +8.5% | 0.07% | +3.0% |
| Q2 2018 | $691,000 | +8.6% | 13,645 | +9.5% | 0.07% | +4.7% |
| Q1 2018 | $636,000 | +26.9% | 12,458 | +29.3% | 0.06% | +25.5% |
| Q4 2017 | $501,000 | +17.9% | 9,635 | +18.6% | 0.05% | +13.3% |
| Q3 2017 | $425,000 | -2.7% | 8,121 | -2.9% | 0.04% | -6.2% |
| Q2 2017 | $437,000 | +1.6% | 8,367 | +0.7% | 0.05% | 0.0% |
| Q1 2017 | $430,000 | +16.5% | 8,305 | +16.0% | 0.05% | +9.1% |
| Q4 2016 | $369,000 | +5.4% | 7,160 | +9.8% | 0.04% | +2.3% |
| Q3 2016 | $350,000 | +11.5% | 6,520 | +11.4% | 0.04% | +4.9% |
| Q2 2016 | $314,000 | +27.1% | 5,854 | +25.1% | 0.04% | +24.2% |
| Q1 2016 | $247,000 | +22.3% | 4,679 | +20.9% | 0.03% | +10.0% |
| Q3 2015 | $202,000 | +1.0% | 3,869 | +2.2% | 0.03% | +11.1% |
| Q1 2015 | $200,000 | – | 3,785 | – | 0.03% | – |
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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% |