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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $59,864,000 | +6.1% | 1,110,650 | +6.8% | 12.35% | +5.4% |
| Q3 2021 | $56,443,000 | +1.8% | 1,040,229 | +2.4% | 11.72% | +2.9% |
| Q2 2021 | $55,464,000 | +9.1% | 1,015,819 | +7.8% | 11.39% | +2.4% |
| Q1 2021 | $50,858,000 | +2.4% | 942,697 | +6.4% | 11.12% | -1.5% |
| Q4 2020 | $49,643,000 | +6.5% | 885,999 | +6.6% | 11.29% | -7.4% |
| Q3 2020 | $46,621,000 | +57.1% | 831,328 | +57.5% | 12.19% | +43.4% |
| Q2 2020 | $29,678,000 | +7.7% | 527,710 | +3.9% | 8.50% | -14.0% |
| Q1 2020 | $27,566,000 | -2.9% | 507,941 | -4.4% | 9.89% | +13.5% |
| Q4 2019 | $28,389,000 | +40.6% | 531,333 | +41.8% | 8.71% | +28.2% |
| Q3 2019 | $20,185,000 | +11.1% | 374,835 | +9.4% | 6.79% | +3.4% |
| Q2 2019 | $18,166,000 | +38.5% | 342,750 | +35.6% | 6.57% | +31.6% |
| Q1 2019 | $13,113,000 | – | 252,749 | – | 5.00% | – |
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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% |