SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $243,000 | -6.2% | 4,805 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $259,000 | -0.8% | 4,805 | 0.0% | 0.03% | -11.8% |
| Q3 2021 | $261,000 | -0.4% | 4,805 | 0.0% | 0.03% | -5.6% |
| Q2 2021 | $262,000 | -4.7% | 4,805 | -5.6% | 0.04% | -14.3% |
| Q1 2021 | $275,000 | -4.5% | 5,091 | -0.9% | 0.04% | -14.3% |
| Q4 2020 | $288,000 | +5.9% | 5,135 | +5.8% | 0.05% | -7.5% |
| Q3 2020 | $272,000 | -0.4% | 4,855 | 0.0% | 0.05% | -10.2% |
| Q2 2020 | $273,000 | +3.8% | 4,855 | 0.0% | 0.06% | -14.5% |
| Q1 2020 | $263,000 | +8.2% | 4,855 | +6.6% | 0.07% | +35.3% |
| Q4 2019 | $243,000 | +5.2% | 4,555 | +6.2% | 0.05% | -5.6% |
| Q3 2019 | $231,000 | +3.6% | 4,290 | +1.8% | 0.05% | 0.0% |
| Q2 2019 | $223,000 | +10.4% | 4,215 | +8.8% | 0.05% | -10.0% |
| Q4 2017 | $202,000 | -6.9% | 3,875 | -6.3% | 0.06% | -16.7% |
| Q3 2017 | $217,000 | +1.9% | 4,135 | +1.2% | 0.07% | -5.3% |
| Q2 2017 | $213,000 | -9.4% | 4,085 | -9.9% | 0.08% | -9.5% |
| Q1 2017 | $235,000 | -1.7% | 4,535 | -2.2% | 0.08% | -9.7% |
| Q4 2016 | $239,000 | -4.0% | 4,635 | 0.0% | 0.09% | -4.1% |
| Q3 2016 | $249,000 | – | 4,635 | – | 0.10% | – |
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% |