SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $465,000 | +2.2% | 9,257 | +3.1% | 0.03% | -3.7% |
| Q2 2018 | $455,000 | +0.7% | 8,978 | +1.3% | 0.03% | -3.6% |
| Q1 2018 | $452,000 | -25.0% | 8,865 | -23.4% | 0.03% | -22.2% |
| Q4 2017 | $603,000 | +16.2% | 11,580 | +16.8% | 0.04% | +5.9% |
| Q3 2017 | $519,000 | -12.2% | 9,914 | -12.4% | 0.03% | -17.1% |
| Q2 2017 | $591,000 | -1.7% | 11,312 | -2.5% | 0.04% | -4.7% |
| Q1 2017 | $601,000 | +18.1% | 11,597 | +17.3% | 0.04% | +7.5% |
| Q4 2016 | $509,000 | -1.0% | 9,886 | +3.2% | 0.04% | -9.1% |
| Q3 2016 | $514,000 | +20.1% | 9,580 | +20.3% | 0.04% | +15.8% |
| Q2 2016 | $428,000 | +52.3% | 7,964 | +49.6% | 0.04% | +35.7% |
| Q1 2016 | $281,000 | -18.3% | 5,324 | -20.3% | 0.03% | -17.6% |
| Q4 2015 | $344,000 | – | 6,680 | – | 0.03% | – |
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% |