SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,424 | -0.8% | 876 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $40,765 | -95.4% | 869 | -95.5% | 0.01% | -96.5% |
| Q4 2022 | $877,553 | -0.1% | 19,368 | +0.0% | 0.26% | 0.0% |
| Q3 2022 | $878,000 | -11.0% | 19,367 | -6.1% | 0.26% | -5.9% |
| Q2 2022 | $987,000 | -26.2% | 20,616 | -22.1% | 0.27% | -14.0% |
| Q1 2022 | $1,338,000 | -5.8% | 26,459 | +0.4% | 0.32% | -0.9% |
| Q4 2021 | $1,421,000 | -27.1% | 26,361 | -26.6% | 0.32% | -32.2% |
| Q3 2021 | $1,948,000 | -15.3% | 35,908 | -14.8% | 0.47% | -14.4% |
| Q2 2021 | $2,301,000 | -2.2% | 42,146 | -3.4% | 0.55% | -9.9% |
| Q1 2021 | $2,353,000 | -58.3% | 43,620 | -56.7% | 0.61% | -60.7% |
| Q4 2020 | $5,649,000 | -26.1% | 100,816 | -26.1% | 1.55% | -30.8% |
| Q3 2020 | $7,648,000 | -8.6% | 136,420 | -8.4% | 2.24% | -13.5% |
| Q2 2020 | $8,365,000 | -84.2% | 148,954 | -84.7% | 2.59% | -84.3% |
| Q1 2020 | $52,887,000 | +3.3% | 974,518 | +1.7% | 16.46% | +7.6% |
| Q4 2019 | $51,174,000 | +15.9% | 957,782 | +16.8% | 15.30% | +2.7% |
| Q3 2019 | $44,154,000 | +37.8% | 819,941 | +35.7% | 14.90% | +25.9% |
| Q2 2019 | $32,034,000 | +34.9% | 604,419 | +32.0% | 11.83% | +13.2% |
| Q1 2019 | $23,752,000 | +105.9% | 457,832 | +100.8% | 10.45% | +56.8% |
| Q4 2018 | $11,534,000 | – | 227,998 | – | 6.67% | – |
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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% |