SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $252,000 | -2.7% | 5,269 | +0.2% | 0.02% | +500.0% |
| Q1 2022 | $259,000 | -22.0% | 5,261 | -14.6% | 0.00% | -86.4% |
| Q4 2021 | $332,000 | -14.0% | 6,161 | -13.4% | 0.02% | -18.5% |
| Q3 2021 | $386,000 | -3.0% | 7,116 | -2.4% | 0.03% | -3.6% |
| Q2 2021 | $398,000 | -19.9% | 7,290 | -20.9% | 0.03% | -26.3% |
| Q1 2021 | $497,000 | +47.5% | 9,213 | +53.0% | 0.04% | +35.7% |
| Q4 2020 | $337,000 | -80.2% | 6,020 | -80.2% | 0.03% | -82.1% |
| Q3 2020 | $1,706,000 | +26.2% | 30,429 | +26.6% | 0.16% | +25.8% |
| Q2 2020 | $1,352,000 | +62.3% | 24,032 | +49.7% | 0.12% | +9.7% |
| Q1 2019 | $833,000 | -96.5% | 16,051 | -96.5% | 0.11% | -96.8% |
| Q4 2018 | $23,523,000 | +12.0% | 464,968 | +11.3% | 3.57% | +78.0% |
| Q3 2018 | $20,998,000 | +2.9% | 417,873 | +3.7% | 2.00% | -31.4% |
| Q2 2018 | $20,416,000 | +19.9% | 403,150 | +20.8% | 2.92% | +22.5% |
| Q1 2018 | $17,033,000 | +25.9% | 333,854 | +28.4% | 2.38% | +9.9% |
| Q4 2017 | $13,528,000 | +20.2% | 259,953 | +21.0% | 2.17% | +33.9% |
| Q3 2017 | $11,252,000 | +6.9% | 214,888 | +6.7% | 1.62% | +0.6% |
| Q2 2017 | $10,525,000 | +18.8% | 201,428 | +17.7% | 1.61% | +18.8% |
| Q1 2017 | $8,860,000 | +18.4% | 171,083 | +17.8% | 1.36% | +10.9% |
| Q4 2016 | $7,481,000 | +9.4% | 145,253 | +14.0% | 1.22% | +17.7% |
| Q3 2016 | $6,841,000 | +120.0% | 127,459 | +120.2% | 1.04% | +108.6% |
| Q2 2016 | $3,109,000 | +13.4% | 57,882 | +11.5% | 0.50% | +116.5% |
| Q1 2016 | $2,742,000 | -2.8% | 51,909 | -5.2% | 0.23% | -49.2% |
| Q4 2015 | $2,821,000 | -1.0% | 54,771 | +0.2% | 0.45% | +0.7% |
| Q3 2015 | $2,849,000 | -4.1% | 54,640 | -4.9% | 0.45% | -1.5% |
| Q2 2015 | $2,971,000 | -5.0% | 57,435 | -2.8% | 0.46% | -9.0% |
| Q1 2015 | $3,127,000 | +1.1% | 59,092 | +0.1% | 0.50% | -13.7% |
| Q4 2014 | $3,092,000 | – | 59,052 | – | 0.58% | – |
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% |