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 | $3,140 | -4.2% | 71 | 0.0% | 0.00% | – |
| Q2 2023 | $3,277 | -8.1% | 71 | -6.6% | 0.00% | – |
| Q1 2023 | $3,565 | +2.8% | 76 | 0.0% | 0.00% | – |
| Q4 2022 | $3,469 | +15.6% | 76 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -66.7% | 76 | -60.0% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 190 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -16.7% | 190 | -13.6% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +20.0% | 220 | +15.8% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -94.8% | 190 | -94.5% | 0.00% | -100.0% |
| Q3 2020 | $194,000 | -2.5% | 3,465 | -2.3% | 0.01% | -16.7% |
| Q2 2020 | $199,000 | +3.6% | 3,545 | -0.3% | 0.01% | -29.4% |
| Q1 2020 | $192,000 | -77.6% | 3,555 | -77.9% | 0.02% | -72.1% |
| Q4 2019 | $858,000 | -18.7% | 16,068 | -18.0% | 0.06% | +3.4% |
| Q3 2019 | $1,055,000 | -56.4% | 19,599 | -57.1% | 0.06% | -82.6% |
| Q2 2019 | $2,420,000 | +10.5% | 45,665 | +8.1% | 0.34% | -9.1% |
| Q1 2019 | $2,191,000 | – | 42,249 | – | 0.37% | – |
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% |