SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $25,396,000 | +73.7% | 452,855 | +74.2% | 2.17% | +56.5% |
| Q2 2020 | $14,617,000 | +284.4% | 259,917 | +271.0% | 1.38% | +155.1% |
| Q1 2020 | $3,803,000 | -33.9% | 70,067 | -34.9% | 0.54% | -11.3% |
| Q4 2019 | $5,752,000 | -1.8% | 107,642 | -1.0% | 0.61% | -8.5% |
| Q3 2019 | $5,856,000 | +1.5% | 108,752 | -0.1% | 0.67% | 0.0% |
| Q2 2019 | $5,770,000 | +281.4% | 108,866 | +273.3% | 0.67% | +255.9% |
| Q1 2019 | $1,513,000 | +108.4% | 29,160 | +103.2% | 0.19% | +89.9% |
| Q4 2018 | $726,000 | +8.4% | 14,348 | +7.6% | 0.10% | +32.0% |
| Q3 2018 | $670,000 | +11.5% | 13,330 | +12.0% | 0.08% | +2.7% |
| Q2 2018 | $601,000 | +11.3% | 11,899 | +12.5% | 0.07% | +4.3% |
| Q1 2018 | $540,000 | – | 10,576 | – | 0.07% | – |
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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% |