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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,430,000 | +1.6% | 226,023 | +8.3% | 7.26% | +11.4% |
| Q4 2021 | $11,252,000 | -0.3% | 208,759 | +0.4% | 6.52% | -6.2% |
| Q3 2021 | $11,285,000 | +3.5% | 207,971 | +4.1% | 6.96% | +6.9% |
| Q2 2021 | $10,905,000 | +6.4% | 199,733 | +5.2% | 6.51% | -3.7% |
| Q1 2021 | $10,247,000 | -7.6% | 189,926 | -4.0% | 6.76% | -11.6% |
| Q4 2020 | $11,084,000 | -0.3% | 197,824 | -0.3% | 7.65% | -14.3% |
| Q3 2020 | $11,122,000 | -15.2% | 198,487 | -14.9% | 8.92% | -21.2% |
| Q2 2020 | $13,115,000 | +36.6% | 233,204 | +31.9% | 11.32% | +13.7% |
| Q1 2020 | $9,599,000 | -3.7% | 176,866 | -4.6% | 9.96% | +12.6% |
| Q3 2019 | $9,969,000 | -0.0% | 185,310 | -1.5% | 8.84% | -11.0% |
| Q2 2019 | $9,972,000 | +11.0% | 188,147 | +8.6% | 9.94% | +162.7% |
| Q1 2019 | $8,987,000 | +12.3% | 173,223 | +9.5% | 3.78% | -54.7% |
| Q4 2018 | $8,005,000 | +27.3% | 158,228 | +26.5% | 8.34% | +42.2% |
| Q3 2018 | $6,286,000 | +58.5% | 125,104 | +59.7% | 5.86% | +29.2% |
| Q2 2018 | $3,967,000 | +23.6% | 78,345 | +24.6% | 4.54% | +69.7% |
| Q1 2018 | $3,209,000 | +38.6% | 62,891 | +41.4% | 2.68% | +40.6% |
| Q4 2017 | $2,315,000 | – | 44,477 | – | 1.90% | – |
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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% |