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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,132 | -9.4% | 8,414 | -5.5% | 0.07% | -16.1% |
| Q2 2023 | $410,796 | -26.6% | 8,899 | -25.4% | 0.09% | -34.6% |
| Q1 2023 | $559,841 | -10.4% | 11,934 | -12.8% | 0.13% | -21.3% |
| Q4 2022 | $624,857 | -16.1% | 13,688 | -17.0% | 0.17% | -37.4% |
| Q3 2022 | $745,000 | -16.1% | 16,482 | -11.5% | 0.27% | -10.3% |
| Q2 2022 | $888,000 | -59.1% | 18,617 | -56.6% | 0.30% | -55.1% |
| Q1 2022 | $2,172,000 | -14.4% | 42,850 | -9.1% | 0.67% | -11.0% |
| Q4 2021 | $2,536,000 | -5.7% | 47,143 | -5.1% | 0.75% | -18.8% |
| Q3 2021 | $2,689,000 | -2.0% | 49,669 | -1.3% | 0.93% | -5.5% |
| Q2 2021 | $2,745,000 | -21.3% | 50,304 | -22.2% | 0.98% | -29.5% |
| Q1 2021 | $3,490,000 | -79.0% | 64,651 | -78.2% | 1.39% | -83.4% |
| Q4 2020 | $16,612,000 | – | 296,608 | – | 8.40% | – |
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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% |