SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,798,746 | +114.9% | 40,668 | +124.3% | 0.06% | +81.2% |
Q2 2023 | $837,019 | -11.7% | 18,133 | -10.3% | 0.03% | -17.9% |
Q1 2023 | $948,145 | -5.3% | 20,212 | -7.9% | 0.04% | -13.3% |
Q4 2022 | $1,001,424 | +1.1% | 21,937 | +0.3% | 0.04% | -8.2% |
Q3 2022 | $991,000 | -9.5% | 21,882 | -4.3% | 0.05% | -2.0% |
Q2 2022 | $1,095,000 | -10.3% | 22,872 | -5.2% | 0.05% | -18.0% |
Q1 2022 | $1,221,000 | -9.6% | 24,135 | -3.7% | 0.06% | -16.4% |
Q4 2021 | $1,351,000 | -1.3% | 25,057 | -0.7% | 0.07% | -6.4% |
Q3 2021 | $1,369,000 | +1.5% | 25,224 | +2.1% | 0.08% | +5.4% |
Q2 2021 | $1,349,000 | -0.4% | 24,715 | -1.5% | 0.07% | +1.4% |
Q1 2021 | $1,354,000 | -24.9% | 25,100 | -21.9% | 0.07% | -29.8% |
Q4 2020 | $1,802,000 | +2.9% | 32,153 | +3.0% | 0.10% | -16.8% |
Q3 2020 | $1,751,000 | +10.8% | 31,216 | +11.0% | 0.12% | +19.0% |
Q2 2020 | $1,581,000 | +20.4% | 28,115 | +16.2% | 0.10% | +20.7% |
Q1 2020 | $1,313,000 | +2.9% | 24,195 | +1.3% | 0.09% | +31.8% |
Q4 2019 | $1,276,000 | +2.1% | 23,887 | +2.9% | 0.07% | +4.8% |
Q3 2019 | $1,250,000 | +32.7% | 23,213 | +30.5% | 0.06% | +26.0% |
Q2 2019 | $942,000 | +3.2% | 17,781 | +1.1% | 0.05% | +6.4% |
Q1 2019 | $913,000 | +16.8% | 17,590 | +13.8% | 0.05% | +17.5% |
Q4 2018 | $782,000 | -7.1% | 15,452 | -7.7% | 0.04% | -11.1% |
Q3 2018 | $842,000 | +12.4% | 16,748 | +13.2% | 0.04% | +12.5% |
Q2 2018 | $749,000 | +43.8% | 14,795 | +45.0% | 0.04% | +42.9% |
Q1 2018 | $521,000 | +23.2% | 10,202 | +25.6% | 0.03% | +27.3% |
Q4 2017 | $423,000 | -9.0% | 8,124 | -8.5% | 0.02% | -12.0% |
Q3 2017 | $465,000 | +28.1% | 8,881 | +27.7% | 0.02% | -19.4% |
Q2 2017 | $363,000 | -61.1% | 6,956 | -61.4% | 0.03% | -61.2% |
Q1 2017 | $933,000 | -1.4% | 18,021 | -1.9% | 0.08% | +5.3% |
Q4 2016 | $946,000 | +136.5% | 18,369 | +146.3% | 0.08% | +171.4% |
Q3 2016 | $400,000 | +21.2% | 7,459 | +21.3% | 0.03% | +12.0% |
Q2 2016 | $330,000 | -27.5% | 6,148 | -28.7% | 0.02% | -30.6% |
Q1 2016 | $455,000 | +12.6% | 8,617 | +9.7% | 0.04% | -10.0% |
Q4 2015 | $404,000 | -40.6% | 7,852 | -39.8% | 0.04% | -46.7% |
Q3 2015 | $680,000 | +0.9% | 13,037 | 0.0% | 0.08% | -10.7% |
Q2 2015 | $674,000 | +9.8% | 13,037 | +12.3% | 0.08% | +12.0% |
Q1 2015 | $614,000 | – | 11,612 | – | 0.08% | – |
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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% |