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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,064 | +27.6% | 159,572 | +32.6% | 0.02% | +30.8% |
Q2 2023 | $5,537 | -98.5% | 120,364 | +1421.7% | 0.01% | +1200.0% |
Q2 2022 | $378,000 | -8.7% | 7,910 | -3.3% | 0.00% | 0.0% |
Q1 2022 | $414,000 | +40.3% | 8,183 | +51.5% | 0.00% | 0.0% |
Q4 2021 | $295,000 | -5.4% | 5,401 | -6.2% | 0.00% | 0.0% |
Q3 2021 | $312,000 | +5.8% | 5,757 | +6.6% | 0.00% | 0.0% |
Q2 2021 | $295,000 | +1.7% | 5,401 | +0.6% | 0.00% | 0.0% |
Q1 2021 | $290,000 | -3.3% | 5,371 | +0.4% | 0.00% | 0.0% |
Q4 2020 | $300,000 | -4.2% | 5,351 | -4.0% | 0.00% | 0.0% |
Q3 2020 | $313,000 | -19.5% | 5,574 | -22.2% | 0.00% | 0.0% |
Q2 2020 | $389,000 | 0.0% | 7,167 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $389,000 | -34.7% | 7,167 | -35.7% | 0.00% | -50.0% |
Q4 2019 | $596,000 | -7.3% | 11,148 | -6.7% | 0.00% | 0.0% |
Q3 2019 | $643,000 | +52.7% | 11,949 | +50.4% | 0.00% | +100.0% |
Q2 2019 | $421,000 | -3.7% | 7,944 | -5.7% | 0.00% | 0.0% |
Q1 2019 | $437,000 | – | 8,420 | – | 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% |