SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $3,385,000 | -0.1% | 66,913 | -0.7% | 4.78% | +9.9% |
Q3 2018 | $3,388,000 | -1.8% | 67,418 | -1.0% | 4.35% | +19.2% |
Q2 2018 | $3,449,000 | -1.8% | 68,108 | -1.0% | 3.65% | -0.1% |
Q1 2018 | $3,511,000 | -1.8% | 68,807 | +0.2% | 3.65% | -5.2% |
Q4 2017 | $3,574,000 | -1.2% | 68,672 | -0.6% | 3.85% | +7.5% |
Q3 2017 | $3,617,000 | -1.4% | 69,072 | -1.6% | 3.58% | -3.8% |
Q2 2017 | $3,669,000 | +2.3% | 70,218 | +1.5% | 3.72% | -7.4% |
Q1 2017 | $3,585,000 | +0.9% | 69,213 | +0.3% | 4.02% | +6.2% |
Q4 2016 | $3,553,000 | -1.6% | 68,983 | +2.6% | 3.78% | -13.1% |
Q3 2016 | $3,609,000 | -1.2% | 67,239 | -1.2% | 4.35% | -8.9% |
Q2 2016 | $3,654,000 | +0.9% | 68,024 | -0.8% | 4.78% | -8.7% |
Q1 2016 | $3,620,000 | +2.3% | 68,539 | -0.2% | 5.23% | -9.8% |
Q4 2015 | $3,538,000 | -4.5% | 68,699 | -3.3% | 5.80% | +8.8% |
Q3 2015 | $3,705,000 | -1.0% | 71,055 | -1.8% | 5.33% | +32.0% |
Q2 2015 | $3,743,000 | +1.8% | 72,364 | +4.2% | 4.04% | -1.0% |
Q1 2015 | $3,676,000 | -7.5% | 69,480 | -8.5% | 4.08% | -2.3% |
Q4 2014 | $3,975,000 | -0.2% | 75,915 | -1.3% | 4.17% | +12.9% |
Q3 2014 | $3,983,000 | – | 76,945 | – | 3.70% | – |
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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% |