SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,264 | -8.5% | 12,034 | -4.5% | 0.12% | -6.9% |
| Q2 2023 | $581,478 | +7.3% | 12,597 | +9.0% | 0.13% | +2.4% |
| Q1 2023 | $542,139 | +113.8% | 11,557 | +108.1% | 0.13% | +92.4% |
| Q4 2022 | $253,540 | -4.7% | 5,554 | -5.4% | 0.07% | -8.3% |
| Q3 2022 | $266,000 | -5.3% | 5,869 | 0.0% | 0.07% | +9.1% |
| Q2 2022 | $281,000 | +13.3% | 5,869 | +19.6% | 0.07% | +29.4% |
| Q1 2022 | $248,000 | -17.1% | 4,906 | -11.5% | 0.05% | -16.4% |
| Q4 2021 | $299,000 | -10.5% | 5,541 | -9.9% | 0.06% | -16.4% |
| Q3 2021 | $334,000 | -16.3% | 6,148 | -15.9% | 0.07% | -18.9% |
| Q2 2021 | $399,000 | +7.3% | 7,309 | +6.1% | 0.09% | 0.0% |
| Q1 2021 | $372,000 | -4.1% | 6,888 | -0.5% | 0.09% | -8.2% |
| Q4 2020 | $388,000 | +1.0% | 6,921 | +1.1% | 0.10% | -9.3% |
| Q3 2020 | $384,000 | -0.3% | 6,845 | 0.0% | 0.11% | -10.7% |
| Q2 2020 | $385,000 | – | 6,845 | – | 0.12% | – |
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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% |