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 2023 | $1,244 | +5.2% | 26,516 | +2.4% | 0.51% | -3.0% |
| Q4 2022 | $1,182 | -99.9% | 25,888 | -2.1% | 0.53% | -7.7% |
| Q3 2022 | $1,198,000 | -2.5% | 26,442 | +3.0% | 0.57% | +1.2% |
| Q2 2022 | $1,229,000 | -34.7% | 25,679 | -31.0% | 0.56% | -26.8% |
| Q1 2022 | $1,881,000 | -4.6% | 37,190 | +1.7% | 0.77% | +0.1% |
| Q4 2021 | $1,971,000 | +2.4% | 36,571 | +3.2% | 0.77% | -4.1% |
| Q3 2021 | $1,924,000 | +4.4% | 35,450 | +5.0% | 0.80% | +0.4% |
| Q2 2021 | $1,843,000 | +17.8% | 33,758 | +16.4% | 0.80% | -6.7% |
| Q1 2021 | $1,564,000 | +0.8% | 28,997 | +4.7% | 0.86% | -7.3% |
| Q4 2020 | $1,552,000 | +1.4% | 27,693 | +1.5% | 0.92% | -10.7% |
| Q3 2020 | $1,530,000 | +0.2% | 27,288 | +0.5% | 1.03% | -10.1% |
| Q2 2020 | $1,527,000 | +4.4% | 27,157 | +0.8% | 1.15% | -10.0% |
| Q1 2020 | $1,462,000 | +3.3% | 26,933 | +1.7% | 1.28% | +9.3% |
| Q4 2019 | $1,415,000 | +2.6% | 26,482 | +3.4% | 1.17% | -4.6% |
| Q3 2019 | $1,379,000 | +7.1% | 25,599 | +5.5% | 1.22% | +3.1% |
| Q2 2019 | $1,287,000 | +19.2% | 24,274 | +16.6% | 1.19% | +12.5% |
| Q1 2019 | $1,080,000 | – | 20,824 | – | 1.05% | – |
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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% |