SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $52,771 | -97.7% | 1,156 | -97.3% | 0.03% | -97.2% |
| Q3 2021 | $2,315,000 | -19.3% | 42,666 | -19.8% | 0.96% | -24.6% |
| Q1 2021 | $2,869,000 | -2.2% | 53,171 | +1.5% | 1.27% | -5.9% |
| Q4 2020 | $2,935,000 | -43.8% | 52,385 | -43.8% | 1.35% | -55.6% |
| Q3 2020 | $5,223,000 | +48.2% | 93,140 | +48.6% | 3.04% | +27.8% |
| Q2 2020 | $3,524,000 | +868.1% | 62,663 | +835.0% | 2.38% | +765.5% |
| Q1 2020 | $364,000 | -79.8% | 6,702 | -80.2% | 0.28% | -71.9% |
| Q4 2019 | $1,805,000 | – | 33,790 | – | 0.98% | – |
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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% |