SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -93.9% | 37 | -94.2% | 0.00% | -91.7% |
| Q2 2018 | $33,000 | 0.0% | 642 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $33,000 | -65.6% | 642 | -65.0% | 0.02% | -62.9% |
| Q4 2017 | $96,000 | 0.0% | 1,836 | 0.0% | 0.06% | -3.1% |
| Q3 2017 | $96,000 | +54.8% | 1,836 | +53.8% | 0.06% | +48.8% |
| Q2 2017 | $62,000 | 0.0% | 1,194 | -0.1% | 0.04% | -2.3% |
| Q1 2017 | $62,000 | +1.6% | 1,195 | +0.1% | 0.04% | -2.2% |
| Q4 2016 | $61,000 | -4.7% | 1,194 | 0.0% | 0.04% | -6.2% |
| Q3 2016 | $64,000 | 0.0% | 1,194 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $64,000 | – | 1,194 | – | 0.05% | – |
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% |