SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,538 | -4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,696 | -1.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28,146 | +2.8% | 600 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $27,390 | +1.4% | 600 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $27,000 | -6.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -3.3% | 600 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $30,000 | -6.2% | 600 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $32,000 | -3.0% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $33,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +13.8% | 600 | +11.1% | 0.01% | +16.7% |
| Q1 2021 | $29,000 | -3.3% | 540 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $30,000 | 0.0% | 540 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $30,000 | +3.4% | 540 | +2.9% | 0.01% | -10.0% |
| Q2 2020 | $29,000 | -3.3% | 525 | -5.4% | 0.01% | -16.7% |
| Q1 2020 | $30,000 | +30.4% | 555 | +24.7% | 0.01% | 0.0% |
| Q4 2019 | $23,000 | – | 445 | – | 0.01% | – |
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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% |