SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,122,817 | -6.0% | 70,604 | -1.9% | 1.06% | +1.8% |
| Q2 2023 | $3,322,210 | -2.1% | 71,972 | -0.6% | 1.04% | -6.5% |
| Q1 2023 | $3,395,176 | -7.3% | 72,376 | -9.8% | 1.11% | -16.9% |
| Q4 2022 | $3,661,758 | +6.1% | 80,214 | +5.3% | 1.34% | +2.4% |
| Q3 2022 | $3,451,629 | -4.1% | 76,178 | +1.4% | 1.31% | +0.4% |
| Q2 2022 | $3,598,001 | -2.9% | 75,162 | +2.6% | 1.30% | +11.3% |
| Q1 2022 | $3,704,682 | -1.9% | 73,258 | +4.6% | 1.17% | +7.9% |
| Q4 2021 | $3,775,646 | +0.7% | 70,049 | +1.4% | 1.08% | -5.3% |
| Q3 2021 | $3,749,995 | +1.8% | 69,112 | +2.4% | 1.15% | +1.8% |
| Q2 2021 | $3,684,610 | +14.0% | 67,484 | +12.7% | 1.13% | +4.3% |
| Q1 2021 | $3,230,876 | +16.0% | 59,886 | +20.5% | 1.08% | -11.5% |
| Q4 2020 | $2,784,519 | +2.4% | 49,697 | +2.4% | 1.22% | -10.0% |
| Q3 2020 | $2,720,451 | +4.0% | 48,510 | +4.3% | 1.36% | -3.6% |
| Q2 2020 | $2,615,616 | +6.8% | 46,508 | +3.0% | 1.41% | -21.8% |
| Q1 2020 | $2,449,788 | +5.7% | 45,141 | +4.0% | 1.80% | +12.3% |
| Q4 2019 | $2,318,642 | +0.6% | 43,396 | +1.4% | 1.60% | -6.4% |
| Q3 2019 | $2,303,906 | +5.5% | 42,784 | +3.8% | 1.71% | +5.6% |
| Q2 2019 | $2,183,933 | +6.3% | 41,206 | +4.1% | 1.62% | +8.1% |
| Q1 2019 | $2,054,006 | +1.4% | 39,591 | -1.2% | 1.50% | -8.0% |
| Q4 2018 | $2,026,547 | +3.0% | 40,058 | +2.3% | 1.63% | +15.2% |
| Q3 2018 | $1,967,461 | +4.8% | 39,153 | +5.6% | 1.41% | +1.4% |
| Q2 2018 | $1,877,609 | +4.9% | 37,078 | +5.7% | 1.39% | +1.1% |
| Q1 2018 | $1,790,006 | +15.2% | 35,084 | +17.5% | 1.38% | +5.8% |
| Q4 2017 | $1,554,321 | -0.6% | 29,868 | +0.0% | 1.30% | -5.7% |
| Q3 2017 | $1,563,381 | +8.4% | 29,858 | +8.2% | 1.38% | +3.4% |
| Q2 2017 | $1,442,323 | +25.2% | 27,604 | +24.1% | 1.34% | +20.4% |
| Q1 2017 | $1,151,643 | +7.1% | 22,237 | +6.5% | 1.11% | +4.1% |
| Q4 2016 | $1,074,922 | +3.4% | 20,872 | +7.7% | 1.07% | +2.1% |
| Q3 2016 | $1,039,791 | +11.9% | 19,374 | +12.0% | 1.04% | +7.6% |
| Q2 2016 | $929,052 | +20.8% | 17,294 | +18.7% | 0.97% | +24.5% |
| Q1 2016 | $769,265 | +14.4% | 14,564 | +11.5% | 0.78% | +9.6% |
| Q4 2015 | $672,510 | – | 13,058 | – | 0.71% | – |
Download | ||||||
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% |