SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,992 | +4585.6% | 7,416 | +5832.8% | 0.03% | +1450.0% |
| Q4 2020 | $7,000 | -95.7% | 125 | -95.9% | 0.00% | -96.6% |
| Q4 2019 | $164,000 | +3.1% | 3,068 | +4.0% | 0.06% | -15.7% |
| Q3 2019 | $159,000 | -99.9% | 2,949 | +4.9% | 0.07% | -6.7% |
| Q2 2019 | $148,948,000 | +104059.4% | 2,810 | +1.7% | 0.08% | +25.0% |
| Q1 2019 | $143,000 | -5.3% | 2,763 | -7.4% | 0.06% | +9.1% |
| Q4 2018 | $151,000 | +151.7% | 2,984 | +147.8% | 0.06% | +129.2% |
| Q3 2018 | $60,000 | +11.1% | 1,204 | +12.6% | 0.02% | +4.3% |
| Q2 2018 | $54,000 | +3.8% | 1,069 | +4.2% | 0.02% | +4.5% |
| Q1 2018 | $52,000 | -1.9% | 1,026 | +0.5% | 0.02% | -8.3% |
| Q4 2017 | $53,000 | +17.8% | 1,021 | +18.6% | 0.02% | +50.0% |
| Q3 2017 | $45,000 | +32.4% | 861 | +31.1% | 0.02% | -15.8% |
| Q2 2017 | $34,000 | +17.2% | 657 | +18.2% | 0.02% | +11.8% |
| Q1 2017 | $29,000 | – | 556 | – | 0.02% | – |
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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% |