SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,720 | -10.8% | 16,973 | -6.9% | 0.04% | -13.6% |
| Q2 2023 | $841,463 | +20.6% | 18,229 | +22.6% | 0.04% | +10.0% |
| Q1 2023 | $697,698 | -25.2% | 14,873 | -27.2% | 0.04% | -32.2% |
| Q4 2022 | $933,166 | -4.9% | 20,442 | -5.6% | 0.06% | -21.3% |
| Q3 2022 | $981,000 | +369.4% | 21,651 | +461.8% | 0.08% | +341.2% |
| Q3 2021 | $209,000 | -53.3% | 3,854 | -53.0% | 0.02% | -39.3% |
| Q2 2021 | $448,000 | +12.6% | 8,205 | +11.1% | 0.03% | -3.4% |
| Q1 2021 | $398,000 | -3.9% | 7,385 | +0.1% | 0.03% | -14.7% |
| Q4 2020 | $414,000 | +89.9% | 7,381 | +83.3% | 0.03% | +9.7% |
| Q1 2020 | $218,000 | -42.8% | 4,026 | -43.5% | 0.03% | -31.1% |
| Q4 2019 | $381,000 | – | 7,125 | – | 0.04% | – |
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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% |