SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,295 | -15.0% | 6,744 | -11.3% | 0.03% | -14.3% |
| Q2 2023 | $350,917 | +11.8% | 7,602 | +13.6% | 0.04% | +6.1% |
| Q1 2023 | $313,799 | +1.5% | 6,689 | -1.3% | 0.03% | -5.7% |
| Q4 2022 | $309,289 | +5.9% | 6,775 | +5.2% | 0.04% | -10.3% |
| Q3 2022 | $292,000 | +2.8% | 6,443 | +8.5% | 0.04% | +2.6% |
| Q2 2022 | $284,000 | -11.0% | 5,937 | -6.0% | 0.04% | -2.6% |
| Q1 2022 | $319,000 | -3.0% | 6,313 | +3.4% | 0.04% | 0.0% |
| Q4 2021 | $329,000 | +1.9% | 6,104 | +2.6% | 0.04% | -13.3% |
| Q3 2021 | $323,000 | +5.2% | 5,949 | +5.7% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | -1.6% | 5,629 | -2.7% | 0.04% | -11.8% |
| Q1 2021 | $312,000 | -6.9% | 5,784 | -3.2% | 0.05% | -17.7% |
| Q4 2020 | $335,000 | -2.0% | 5,978 | -2.0% | 0.06% | -17.3% |
| Q3 2020 | $342,000 | -16.0% | 6,103 | -15.7% | 0.08% | -16.7% |
| Q2 2020 | $407,000 | -1.5% | 7,236 | -5.4% | 0.09% | +30.4% |
| Q1 2020 | $413,000 | -11.8% | 7,648 | -16.1% | 0.07% | +23.2% |
| Q4 2019 | $468,000 | – | 9,116 | – | 0.06% | – |
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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% |