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 | $4,763 | -5.6% | 107,677 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $5,046 | -12.4% | 109,304 | -11.0% | 0.01% | -16.7% |
| Q1 2023 | $5,760 | -5.9% | 122,800 | -8.4% | 0.01% | -20.0% |
| Q4 2022 | $6,118 | -99.9% | 134,030 | +7.2% | 0.02% | 0.0% |
| Q3 2022 | $5,664,000 | -5.8% | 125,007 | -0.5% | 0.02% | -6.2% |
| Q2 2022 | $6,014,000 | +108.2% | 125,640 | +119.9% | 0.02% | +128.6% |
| Q1 2022 | $2,889,000 | +49.4% | 57,147 | +59.2% | 0.01% | +75.0% |
| Q4 2021 | $1,934,000 | +14.4% | 35,895 | +15.1% | 0.00% | 0.0% |
| Q3 2021 | $1,691,000 | +2.8% | 31,177 | +3.5% | 0.00% | 0.0% |
| Q2 2021 | $1,645,000 | +114.8% | 30,136 | +112.2% | 0.00% | +100.0% |
| Q1 2021 | $766,000 | -0.4% | 14,204 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $769,000 | -22.9% | 13,740 | -22.7% | 0.00% | -33.3% |
| Q3 2020 | $997,000 | +22.0% | 17,784 | +22.4% | 0.00% | 0.0% |
| Q2 2020 | $817,000 | -91.8% | 14,527 | -92.1% | 0.00% | -93.6% |
| Q1 2020 | $10,022,000 | +1.6% | 184,682 | +0.0% | 0.05% | +23.7% |
| Q4 2019 | $9,866,000 | +6.8% | 184,670 | +7.6% | 0.04% | -2.6% |
| Q3 2019 | $9,240,000 | +2215.8% | 171,593 | +2176.1% | 0.04% | +1850.0% |
| Q2 2019 | $399,000 | -33.6% | 7,539 | -35.0% | 0.00% | -33.3% |
| Q1 2019 | $601,000 | +0.8% | 11,594 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $596,000 | – | 11,789 | – | 0.00% | – |
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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% |