SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $669,000 | +4.9% | 11,904 | +1.3% | 0.31% | +7.9% |
| Q1 2020 | $638,000 | +11.1% | 11,756 | +9.4% | 0.29% | +82.4% |
| Q4 2019 | $574,000 | +10.4% | 10,743 | +11.3% | 0.16% | +65.6% |
| Q3 2019 | $520,000 | +5.1% | 9,650 | +3.4% | 0.10% | +9.1% |
| Q2 2019 | $495,000 | -9.7% | 9,337 | -11.7% | 0.09% | -7.4% |
| Q1 2019 | $548,000 | -0.5% | 10,570 | -3.0% | 0.10% | -15.9% |
| Q4 2018 | $551,000 | +1.7% | 10,900 | +1.1% | 0.11% | -4.2% |
| Q3 2018 | $542,000 | +2.7% | 10,786 | +3.5% | 0.12% | -1.7% |
| Q2 2018 | $528,000 | – | 10,418 | – | 0.12% | – |
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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% |