SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,134,000 | -13.9% | 114,805 | -13.2% | 0.04% | -20.8% |
| Q3 2019 | $7,124,000 | +13.5% | 132,286 | +11.7% | 0.05% | +10.4% |
| Q2 2019 | $6,279,000 | +9.3% | 118,462 | +7.0% | 0.05% | +2.1% |
| Q1 2019 | $5,745,000 | +60.5% | 110,733 | +56.5% | 0.05% | +34.3% |
| Q4 2018 | $3,580,000 | +998.2% | 70,764 | +992.4% | 0.04% | +1066.7% |
| Q3 2018 | $326,000 | +18.1% | 6,478 | +19.1% | 0.00% | -25.0% |
| Q2 2018 | $276,000 | -5.2% | 5,439 | -4.8% | 0.00% | 0.0% |
| Q1 2018 | $291,000 | -10.5% | 5,716 | -8.3% | 0.00% | 0.0% |
| Q4 2017 | $325,000 | +20.4% | 6,233 | +20.7% | 0.00% | 0.0% |
| Q3 2017 | $270,000 | -18.4% | 5,166 | -18.3% | 0.00% | -33.3% |
| Q2 2017 | $331,000 | -13.4% | 6,322 | -14.3% | 0.01% | -25.0% |
| Q1 2017 | $382,000 | -27.5% | 7,378 | -27.9% | 0.01% | -33.3% |
| Q4 2016 | $527,000 | -17.3% | 10,227 | -13.9% | 0.01% | -20.0% |
| Q3 2016 | $637,000 | +89.6% | 11,873 | +89.0% | 0.02% | +66.7% |
| Q2 2016 | $336,000 | – | 6,281 | – | 0.01% | – |
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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% |