SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $3,000 | -88.0% | 58 | -88.3% | 0.00% | -88.9% |
| Q4 2016 | $25,000 | -7.4% | 495 | -1.0% | 0.02% | -5.3% |
| Q3 2016 | $27,000 | 0.0% | 500 | 0.0% | 0.02% | -5.0% |
| Q2 2016 | $27,000 | -46.0% | 500 | -47.4% | 0.02% | -48.7% |
| Q1 2016 | $50,000 | 0.0% | 950 | 0.0% | 0.04% | +56.0% |
| Q3 2015 | $50,000 | +2.0% | 950 | 0.0% | 0.02% | +8.7% |
| Q2 2015 | $49,000 | -2.0% | 950 | 0.0% | 0.02% | -4.2% |
| Q1 2015 | $50,000 | -10.7% | 950 | -11.5% | 0.02% | -22.6% |
| Q4 2014 | $56,000 | – | 1,073 | – | 0.03% | – |
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% |