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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $288,823 | -1.3% | 6,182 | -2.6% | 0.21% | -1.8% |
| Q4 2022 | $292,628 | +2.7% | 6,347 | -0.9% | 0.22% | +1.9% |
| Q3 2022 | $285,000 | -23.2% | 6,402 | -17.1% | 0.21% | -20.5% |
| Q2 2022 | $371,000 | -14.5% | 7,723 | -10.4% | 0.27% | -3.9% |
| Q1 2022 | $434,000 | -2.3% | 8,623 | +2.7% | 0.28% | 0.0% |
| Q4 2021 | $444,000 | +10.2% | 8,393 | +13.0% | 0.28% | -0.4% |
| Q3 2021 | $403,000 | -14.4% | 7,426 | -13.7% | 0.28% | -13.0% |
| Q2 2021 | $471,000 | -5.4% | 8,609 | -6.7% | 0.32% | -12.0% |
| Q1 2021 | $498,000 | +4.6% | 9,223 | +8.5% | 0.37% | -7.3% |
| Q4 2020 | $476,000 | +5.5% | 8,500 | +5.8% | 0.40% | -11.2% |
| Q3 2020 | $451,000 | +46.4% | 8,037 | +46.9% | 0.44% | +41.7% |
| Q2 2020 | $308,000 | +33.9% | 5,470 | +29.8% | 0.31% | +12.9% |
| Q1 2020 | $230,000 | -5.3% | 4,213 | -7.2% | 0.28% | +24.1% |
| Q4 2019 | $243,000 | -5.8% | 4,539 | -5.4% | 0.22% | -2.6% |
| Q3 2019 | $258,000 | +14.7% | 4,799 | +10.3% | 0.23% | +8.5% |
| Q1 2019 | $225,000 | +2.3% | 4,351 | 0.0% | 0.21% | -13.1% |
| Q4 2018 | $220,000 | -13.7% | 4,351 | -14.4% | 0.24% | +4.7% |
| Q3 2018 | $255,000 | -3.4% | 5,081 | -2.4% | 0.23% | -9.3% |
| Q2 2018 | $264,000 | – | 5,206 | – | 0.26% | – |
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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% |