SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $362,000 | +0.6% | 6,454 | +0.6% | 0.16% | -11.8% |
| Q3 2020 | $360,000 | +2.9% | 6,418 | +3.2% | 0.19% | -4.1% |
| Q2 2020 | $350,000 | +12.9% | 6,220 | +9.5% | 0.19% | +1.0% |
| Q1 2020 | $310,000 | +6.5% | 5,679 | +4.1% | 0.19% | +62.7% |
| Q4 2019 | $291,000 | +0.7% | 5,453 | +1.8% | 0.12% | +2.6% |
| Q3 2019 | $289,000 | +2.1% | 5,359 | 0.0% | 0.12% | +4.5% |
| Q2 2019 | $283,000 | +2.5% | 5,359 | 0.0% | 0.11% | -1.8% |
| Q1 2019 | $276,000 | – | 5,359 | – | 0.11% | – |
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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% |