SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,515 | +17.2% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +33.3% | 77 | +54.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -75.0% | 50 | -78.3% | 0.00% | -50.0% |
| Q3 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -75.0% | 230 | -75.8% | 0.00% | -86.4% |
| Q3 2018 | $48,000 | +242.9% | 950 | +234.5% | 0.02% | +340.0% |
| Q4 2015 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $13,000 | -7.1% | 284 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | – | 284 | – | 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% |