SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $863,000 | -3.6% | 17,074 | +2.8% | 0.12% | -4.1% |
| Q4 2021 | $895,000 | -6.8% | 16,613 | -6.1% | 0.12% | -14.6% |
| Q3 2021 | $960,000 | +9.3% | 17,684 | +9.9% | 0.14% | +8.3% |
| Q2 2021 | $878,000 | +5.1% | 16,085 | +3.9% | 0.13% | -6.3% |
| Q1 2021 | $835,000 | +0.5% | 15,481 | +4.4% | 0.14% | -13.4% |
| Q4 2020 | $831,000 | -10.0% | 14,828 | -9.9% | 0.16% | -31.7% |
| Q3 2020 | $923,000 | 0.0% | 16,464 | +0.4% | 0.24% | -9.4% |
| Q2 2020 | $923,000 | +12.8% | 16,405 | +8.9% | 0.26% | -6.7% |
| Q1 2020 | $818,000 | +2.1% | 15,069 | +0.6% | 0.28% | +28.5% |
| Q4 2019 | $801,000 | +6.9% | 14,983 | +7.7% | 0.22% | -3.9% |
| Q3 2019 | $749,000 | +2.9% | 13,906 | +1.2% | 0.23% | -1.3% |
| Q2 2019 | $728,000 | +2.2% | 13,740 | +0.1% | 0.23% | -4.9% |
| Q1 2019 | $712,000 | +3.5% | 13,733 | +0.9% | 0.24% | -4.7% |
| Q4 2018 | $688,000 | +8.9% | 13,609 | +8.1% | 0.26% | +14.7% |
| Q3 2018 | $632,000 | – | 12,584 | – | 0.22% | – |
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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% |