SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416,956 | -4.0% | 9,427 | +0.2% | 0.26% | -2.6% |
Q2 2023 | $434,390 | -4.1% | 9,411 | -2.5% | 0.27% | -8.2% |
Q1 2023 | $452,965 | +4.0% | 9,656 | +1.2% | 0.29% | -10.1% |
Q4 2022 | $435,464 | -1.5% | 9,539 | -2.3% | 0.33% | -9.7% |
Q3 2022 | $442,000 | -5.8% | 9,764 | -0.4% | 0.36% | -1.4% |
Q2 2022 | $469,000 | -4.9% | 9,805 | +0.6% | 0.37% | +12.6% |
Q1 2022 | $493,000 | -11.6% | 9,748 | -5.8% | 0.32% | -9.5% |
Q4 2021 | $558,000 | +4.7% | 10,353 | +5.4% | 0.36% | +3.2% |
Q3 2021 | $533,000 | -5.7% | 9,819 | -5.1% | 0.35% | -9.8% |
Q2 2021 | $565,000 | -6.5% | 10,346 | -7.6% | 0.39% | -5.2% |
Q1 2021 | $604,000 | -5.0% | 11,194 | -1.3% | 0.41% | -10.5% |
Q4 2020 | $636,000 | +6.7% | 11,346 | +6.7% | 0.46% | -3.8% |
Q3 2020 | $596,000 | +3.7% | 10,637 | +4.0% | 0.47% | +2.6% |
Q2 2020 | $575,000 | +94.9% | 10,226 | +88.1% | 0.46% | +77.3% |
Q1 2020 | $295,000 | -11.1% | 5,437 | -11.9% | 0.26% | +4.0% |
Q4 2019 | $332,000 | -4.0% | 6,174 | -3.9% | 0.25% | -10.4% |
Q3 2019 | $346,000 | +1.2% | 6,427 | -0.5% | 0.28% | +6.9% |
Q2 2019 | $342,000 | -54.6% | 6,458 | -56.2% | 0.26% | -59.5% |
Q1 2019 | $753,000 | +96.6% | 14,758 | +95.1% | 0.64% | +77.7% |
Q4 2018 | $383,000 | -43.9% | 7,563 | -44.3% | 0.36% | -37.2% |
Q3 2018 | $683,000 | -3.7% | 13,587 | -2.9% | 0.58% | -4.8% |
Q2 2018 | $709,000 | -8.8% | 13,993 | -8.1% | 0.61% | -5.9% |
Q1 2018 | $777,000 | -5.4% | 15,220 | -3.6% | 0.64% | +5.0% |
Q4 2017 | $821,000 | +4.5% | 15,786 | +5.1% | 0.61% | -1.1% |
Q3 2017 | $786,000 | +11.2% | 15,015 | +11.0% | 0.62% | +3.2% |
Q2 2017 | $707,000 | -13.9% | 13,522 | -14.7% | 0.60% | -19.1% |
Q1 2017 | $821,000 | -3.2% | 15,850 | -3.7% | 0.74% | -11.5% |
Q4 2016 | $848,000 | -0.1% | 16,467 | +4.0% | 0.84% | -6.3% |
Q3 2016 | $849,000 | – | 15,828 | – | 0.90% | – |
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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% |