SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177 | +284.8% | 4 | +300.0% | 0.00% | – |
| Q2 2023 | $46 | +4500.0% | 1 | -93.8% | 0.00% | – |
| Q1 2023 | $1 | -100.0% | 16 | -71.9% | 0.00% | – |
| Q3 2022 | $3,000 | +200.0% | 57 | +171.4% | 0.00% | – |
| Q2 2022 | $1,000 | -98.5% | 21 | -98.2% | 0.00% | -100.0% |
| Q3 2020 | $67,000 | -43.7% | 1,200 | -45.5% | 0.00% | -85.7% |
| Q1 2020 | $119,000 | +12.3% | 2,200 | +7.5% | 0.01% | -22.2% |
| Q2 2015 | $106,000 | – | 2,046 | – | 0.01% | – |
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% |