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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $483,708 | -2.9% | 10,360 | -5.5% | 0.00% | 0.0% |
| Q3 2022 | $498,000 | -10.3% | 10,960 | -5.5% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -52.8% | 11,604 | -50.1% | 0.00% | 0.0% |
| Q1 2022 | $1,176,000 | +333.9% | 23,264 | +365.7% | 0.00% | 0.0% |
| Q3 2021 | $271,000 | -5.2% | 4,996 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $286,000 | +1.8% | 5,233 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $281,000 | -23.6% | 5,201 | -20.7% | 0.00% | 0.0% |
| Q4 2020 | $368,000 | +12.5% | 6,559 | +12.8% | 0.00% | -50.0% |
| Q3 2020 | $327,000 | -28.9% | 5,815 | -28.9% | 0.00% | -33.3% |
| Q2 2020 | $460,000 | -53.1% | 8,175 | -55.8% | 0.00% | -57.1% |
| Q2 2019 | $981,000 | +2.2% | 18,500 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $960,000 | +2.6% | 18,500 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $936,000 | – | 18,500 | – | 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% |