SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $328,000 | +3.5% | 5,852 | +3.7% | 0.01% | 0.0% |
| Q3 2020 | $317,000 | -5.1% | 5,644 | -4.8% | 0.01% | -16.7% |
| Q2 2020 | $334,000 | -90.0% | 5,931 | -90.4% | 0.01% | -92.2% |
| Q1 2020 | $3,356,000 | +13.9% | 61,842 | +12.2% | 0.15% | +32.8% |
| Q4 2019 | $2,946,000 | +4.5% | 55,139 | +5.3% | 0.12% | -4.9% |
| Q3 2019 | $2,819,000 | +9.1% | 52,349 | +7.3% | 0.12% | +8.9% |
| Q2 2019 | $2,585,000 | +10.8% | 48,777 | +8.4% | 0.11% | +6.7% |
| Q1 2019 | $2,334,000 | +748.7% | 44,993 | +727.8% | 0.10% | +650.0% |
| Q4 2018 | $275,000 | +1.1% | 5,435 | +0.5% | 0.01% | +16.7% |
| Q3 2018 | $272,000 | +0.4% | 5,410 | +1.2% | 0.01% | 0.0% |
| Q2 2018 | $271,000 | -21.0% | 5,346 | -20.5% | 0.01% | -14.3% |
| Q1 2018 | $343,000 | -9.7% | 6,728 | -7.9% | 0.01% | -17.6% |
| Q4 2017 | $380,000 | +6.4% | 7,304 | +7.1% | 0.02% | 0.0% |
| Q3 2017 | $357,000 | +0.6% | 6,818 | +0.5% | 0.02% | -5.6% |
| Q2 2017 | $355,000 | -1.7% | 6,784 | -2.7% | 0.02% | -10.0% |
| Q1 2017 | $361,000 | -3.5% | 6,970 | -3.9% | 0.02% | -13.0% |
| Q4 2016 | $374,000 | +10.0% | 7,255 | +14.5% | 0.02% | 0.0% |
| Q3 2016 | $340,000 | +10.0% | 6,336 | +10.0% | 0.02% | 0.0% |
| Q2 2016 | $309,000 | – | 5,759 | – | 0.02% | – |
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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% |