SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $626,000 | -12.6% | 11,539 | -12.0% | 0.01% | -17.6% |
| Q2 2021 | $716,000 | -28.0% | 13,113 | -28.9% | 0.02% | -34.6% |
| Q1 2021 | $995,000 | -19.4% | 18,436 | -16.4% | 0.03% | -25.7% |
| Q4 2020 | $1,235,000 | +41.6% | 22,040 | +41.7% | 0.04% | +16.7% |
| Q3 2020 | $872,000 | -0.6% | 15,549 | -0.3% | 0.03% | -14.3% |
| Q2 2020 | $877,000 | +24.4% | 15,603 | +20.1% | 0.04% | -12.5% |
| Q1 2020 | $705,000 | -28.6% | 12,995 | -29.7% | 0.04% | -13.0% |
| Q4 2019 | $987,000 | +3.6% | 18,475 | +4.4% | 0.05% | -6.1% |
| Q3 2019 | $953,000 | +0.7% | 17,697 | -0.9% | 0.05% | -2.0% |
| Q2 2019 | $946,000 | -5.0% | 17,850 | -7.1% | 0.05% | -3.8% |
| Q1 2019 | $996,000 | -77.0% | 19,204 | -77.5% | 0.05% | -79.6% |
| Q4 2018 | $4,327,000 | +708.8% | 85,528 | +702.9% | 0.26% | +696.9% |
| Q3 2018 | $535,000 | -20.9% | 10,653 | -20.2% | 0.03% | -34.7% |
| Q2 2018 | $676,000 | -28.6% | 13,355 | -28.1% | 0.05% | -25.8% |
| Q1 2018 | $947,000 | -59.9% | 18,569 | -59.1% | 0.07% | -59.3% |
| Q4 2017 | $2,361,000 | +137.0% | 45,361 | +138.4% | 0.16% | +105.1% |
| Q3 2017 | $996,000 | +8.4% | 19,025 | +8.2% | 0.08% | -2.5% |
| Q2 2017 | $919,000 | -18.9% | 17,589 | -19.6% | 0.08% | -17.3% |
| Q1 2017 | $1,133,000 | -84.2% | 21,873 | -84.3% | 0.10% | -84.9% |
| Q4 2016 | $7,164,000 | +479.6% | 139,114 | +504.0% | 0.65% | +473.5% |
| Q3 2016 | $1,236,000 | -13.4% | 23,032 | -13.3% | 0.11% | -16.9% |
| Q2 2016 | $1,428,000 | -1.8% | 26,574 | -3.5% | 0.14% | -4.9% |
| Q1 2016 | $1,454,000 | -7.9% | 27,526 | -10.3% | 0.14% | -0.7% |
| Q4 2015 | $1,579,000 | -7.9% | 30,670 | -6.7% | 0.14% | -20.0% |
| Q3 2015 | $1,714,000 | -23.0% | 32,870 | -23.6% | 0.18% | -17.4% |
| Q2 2015 | $2,226,000 | -14.0% | 43,030 | -12.1% | 0.22% | -14.2% |
| Q1 2015 | $2,589,000 | -54.2% | 48,929 | -54.7% | 0.25% | -55.6% |
| Q4 2014 | $5,650,000 | -67.0% | 107,908 | -70.8% | 0.57% | -67.0% |
| Q3 2014 | $17,129,000 | – | 370,152 | – | 1.73% | – |
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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% |