SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,844,000 | +8.2% | 514,333 | +8.5% | 1.02% | -46.7% |
| Q2 2020 | $26,653,000 | +31.0% | 473,921 | +26.4% | 1.91% | +7.7% |
| Q1 2020 | $20,344,000 | -3.4% | 374,858 | -4.9% | 1.77% | +25.3% |
| Q4 2019 | $21,053,000 | +34.5% | 394,035 | +35.5% | 1.41% | +23.4% |
| Q3 2019 | $15,657,000 | +4.8% | 290,753 | +3.1% | 1.14% | +2.3% |
| Q2 2019 | $14,947,000 | +6.9% | 282,013 | +4.6% | 1.12% | +6.1% |
| Q1 2019 | $13,987,000 | +11.0% | 269,606 | +8.2% | 1.06% | -5.9% |
| Q4 2018 | $12,605,000 | +30.6% | 249,168 | +29.8% | 1.12% | +41.0% |
| Q3 2018 | $9,650,000 | +2.7% | 192,035 | +3.5% | 0.80% | -6.6% |
| Q2 2018 | $9,394,000 | +3.3% | 185,502 | +4.1% | 0.85% | -0.7% |
| Q1 2018 | $9,094,000 | +11.8% | 178,235 | +14.1% | 0.86% | +8.3% |
| Q4 2017 | $8,131,000 | +1.0% | 156,241 | +1.6% | 0.79% | -9.8% |
| Q3 2017 | $8,050,000 | +6.8% | 153,743 | +6.6% | 0.88% | -1.8% |
| Q2 2017 | $7,536,000 | +8.4% | 144,220 | +7.5% | 0.89% | -9.7% |
| Q1 2017 | $6,950,000 | +19.2% | 134,195 | +18.6% | 0.99% | +13.4% |
| Q4 2016 | $5,830,000 | -0.5% | 113,196 | +3.7% | 0.87% | -4.5% |
| Q3 2016 | $5,857,000 | +2.4% | 109,125 | +2.5% | 0.91% | -4.2% |
| Q2 2016 | $5,721,000 | +12.4% | 106,504 | +10.6% | 0.95% | +6.1% |
| Q1 2016 | $5,088,000 | +6.1% | 96,332 | +3.4% | 0.90% | +0.7% |
| Q4 2015 | $4,796,000 | – | 93,135 | – | 0.89% | – |
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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% |