SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $27,000 | -46.0% | 498 | -44.2% | 0.00% | -66.7% |
| Q4 2020 | $50,000 | +2.0% | 892 | +1.2% | 0.00% | -25.0% |
| Q3 2020 | $49,000 | +104.2% | 881 | +103.0% | 0.00% | +100.0% |
| Q2 2020 | $24,000 | +14.3% | 434 | +11.9% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | +23.5% | 388 | +22.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +21.4% | 318 | +21.8% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 261 | -4.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -12.5% | 272 | -12.3% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +33.3% | 310 | +33.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -33.3% | 233 | -34.2% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | 0.0% | 354 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $18,000 | 0.0% | 354 | +0.6% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | 0.0% | 352 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | +200.0% | 352 | +198.3% | 0.00% | +200.0% |
| Q3 2017 | $6,000 | – | 118 | – | 0.00% | – |
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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% |