SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,203,853 | +57.5% | 27,218 | +64.4% | 0.14% | +59.8% |
| Q2 2023 | $764,179 | +154.5% | 16,555 | +158.6% | 0.09% | +148.6% |
| Q1 2023 | $300,318 | +5.7% | 6,402 | +2.9% | 0.04% | +6.1% |
| Q4 2022 | $283,989 | +11.4% | 6,221 | +10.5% | 0.03% | +3.1% |
| Q3 2022 | $255,000 | -2.3% | 5,631 | +3.4% | 0.03% | 0.0% |
| Q2 2022 | $261,000 | -11.8% | 5,444 | -7.0% | 0.03% | 0.0% |
| Q1 2022 | $296,000 | -23.1% | 5,852 | -18.1% | 0.03% | -17.9% |
| Q4 2021 | $385,000 | -2.5% | 7,146 | -1.9% | 0.04% | -50.6% |
| Q3 2021 | $395,000 | -18.4% | 7,286 | -17.8% | 0.08% | -17.7% |
| Q2 2021 | $484,000 | -9.9% | 8,865 | -10.9% | 0.10% | -15.0% |
| Q1 2021 | $537,000 | +1.9% | 9,950 | +5.7% | 0.11% | -4.2% |
| Q4 2020 | $527,000 | -6.2% | 9,410 | -6.1% | 0.12% | -16.3% |
| Q3 2020 | $562,000 | -6.5% | 10,018 | -6.2% | 0.14% | -13.0% |
| Q2 2020 | $601,000 | +3.3% | 10,683 | -0.4% | 0.16% | -10.0% |
| Q1 2020 | $582,000 | -14.5% | 10,723 | -15.8% | 0.18% | +2.3% |
| Q4 2019 | $681,000 | -0.7% | 12,737 | +0.0% | 0.18% | -9.3% |
| Q3 2019 | $686,000 | +10.5% | 12,736 | +8.7% | 0.19% | +7.8% |
| Q2 2019 | $621,000 | -1.3% | 11,722 | -3.3% | 0.18% | -7.2% |
| Q1 2019 | $629,000 | +6.1% | 12,121 | +3.4% | 0.19% | -4.4% |
| Q4 2018 | $593,000 | -1.2% | 11,722 | -1.8% | 0.20% | +6.8% |
| Q3 2018 | $600,000 | -12.2% | 11,931 | -11.6% | 0.19% | -19.5% |
| Q2 2018 | $683,000 | +3.0% | 13,490 | +3.8% | 0.24% | -10.3% |
| Q1 2018 | $663,000 | -1.5% | 12,993 | +0.4% | 0.26% | +0.4% |
| Q4 2017 | $673,000 | -1.2% | 12,935 | -0.5% | 0.26% | -4.4% |
| Q3 2017 | $681,000 | +4.3% | 12,999 | +4.1% | 0.27% | -1.1% |
| Q2 2017 | $653,000 | -6.2% | 12,490 | -7.0% | 0.28% | -12.3% |
| Q1 2017 | $696,000 | +3.9% | 13,430 | +3.2% | 0.32% | -5.7% |
| Q4 2016 | $670,000 | +9.7% | 13,013 | +14.3% | 0.34% | -0.3% |
| Q3 2016 | $611,000 | +14.8% | 11,385 | +14.9% | 0.34% | +7.7% |
| Q2 2016 | $532,000 | +32.7% | 9,912 | +30.6% | 0.31% | -16.6% |
| Q1 2016 | $401,000 | +53.1% | 7,589 | +49.4% | 0.37% | +39.6% |
| Q4 2015 | $262,000 | – | 5,078 | – | 0.27% | – |
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% |