SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,050,359 | -11.2% | 204,620 | -7.3% | 0.35% | -8.8% |
| Q2 2023 | $10,191,390 | -0.4% | 220,784 | +1.3% | 0.39% | -7.9% |
| Q1 2023 | $10,228,652 | +8.4% | 218,048 | +5.4% | 0.42% | -0.5% |
| Q4 2022 | $9,439,962 | +4.1% | 206,790 | +3.4% | 0.42% | -9.4% |
| Q3 2022 | $9,064,000 | -6.7% | 200,045 | -1.4% | 0.47% | -27.5% |
| Q2 2022 | $9,716,000 | -10.6% | 202,977 | -5.6% | 0.64% | +5.8% |
| Q1 2022 | $10,871,000 | +33.6% | 214,976 | +42.3% | 0.61% | +41.1% |
| Q4 2021 | $8,140,000 | +0.5% | 151,024 | +1.2% | 0.43% | -10.0% |
| Q3 2021 | $8,101,000 | -0.5% | 149,299 | +0.1% | 0.48% | -0.8% |
| Q2 2021 | $8,140,000 | +33.8% | 149,077 | +32.2% | 0.48% | +16.1% |
| Q1 2021 | $6,083,000 | +4.9% | 112,760 | +9.0% | 0.42% | -3.5% |
| Q4 2020 | $5,797,000 | +10.0% | 103,467 | +10.1% | 0.43% | -5.7% |
| Q3 2020 | $5,268,000 | +3.0% | 93,943 | +3.3% | 0.46% | -9.1% |
| Q2 2020 | $5,114,000 | +10.1% | 90,925 | +6.2% | 0.50% | -20.2% |
| Q1 2020 | $4,645,000 | +7.0% | 85,596 | +5.4% | 0.63% | +36.4% |
| Q4 2019 | $4,340,000 | +30.3% | 81,226 | +31.3% | 0.46% | +5.0% |
| Q3 2019 | $3,331,000 | +4.3% | 61,857 | +2.7% | 0.44% | +6.0% |
| Q2 2019 | $3,193,000 | +16.1% | 60,243 | +13.6% | 0.42% | +2.0% |
| Q1 2019 | $2,751,000 | +6.5% | 53,030 | +3.9% | 0.41% | -20.0% |
| Q4 2018 | $2,582,000 | +2.2% | 51,042 | +1.5% | 0.51% | +32.9% |
| Q3 2018 | $2,526,000 | -4.9% | 50,277 | -4.2% | 0.38% | -36.8% |
| Q2 2018 | $2,657,000 | +1.1% | 52,468 | +1.8% | 0.61% | -9.0% |
| Q1 2018 | $2,629,000 | +5.1% | 51,535 | +7.2% | 0.67% | -29.5% |
| Q4 2017 | $2,502,000 | – | 48,078 | – | 0.94% | – |
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% |