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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,759 | +486.4% | 84,996 | +512.1% | 0.02% | +425.0% |
| Q2 2023 | $641 | -1.4% | 13,886 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $650 | -47.9% | 13,865 | -49.3% | 0.01% | -37.5% |
| Q4 2022 | $1,248 | -99.9% | 27,334 | +42.6% | 0.01% | +14.3% |
| Q3 2022 | $869,000 | -7.4% | 19,174 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $938,000 | -24.1% | 19,589 | -19.9% | 0.01% | -22.2% |
| Q1 2022 | $1,236,000 | -8.0% | 24,447 | -1.9% | 0.01% | -10.0% |
| Q4 2021 | $1,343,000 | +4.1% | 24,913 | +4.8% | 0.01% | 0.0% |
| Q3 2021 | $1,290,000 | -5.9% | 23,774 | -5.3% | 0.01% | -16.7% |
| Q2 2021 | $1,371,000 | +19.8% | 25,109 | +18.4% | 0.01% | +9.1% |
| Q1 2021 | $1,144,000 | -16.5% | 21,199 | -13.3% | 0.01% | -26.7% |
| Q4 2020 | $1,370,000 | -21.8% | 24,453 | -21.8% | 0.02% | -31.8% |
| Q3 2020 | $1,753,000 | +30.9% | 31,252 | +31.3% | 0.02% | +22.2% |
| Q2 2020 | $1,339,000 | +86.0% | 23,807 | +79.6% | 0.02% | +50.0% |
| Q1 2020 | $720,000 | -5.0% | 13,258 | -6.5% | 0.01% | +9.1% |
| Q4 2019 | $758,000 | +0.9% | 14,182 | +1.7% | 0.01% | -8.3% |
| Q3 2019 | $751,000 | +2.6% | 13,940 | +0.9% | 0.01% | +20.0% |
| Q2 2019 | $732,000 | +10.4% | 13,810 | +8.0% | 0.01% | 0.0% |
| Q1 2019 | $663,000 | -39.6% | 12,782 | -41.0% | 0.01% | -50.0% |
| Q4 2018 | $1,097,000 | +6.7% | 21,676 | +6.0% | 0.02% | +17.6% |
| Q3 2018 | $1,028,000 | -33.1% | 20,450 | -32.6% | 0.02% | -50.0% |
| Q2 2018 | $1,537,000 | -1.3% | 30,356 | -0.5% | 0.03% | +3.0% |
| Q1 2018 | $1,557,000 | +3.9% | 30,510 | +6.0% | 0.03% | +13.8% |
| Q4 2017 | $1,498,000 | +77.9% | 28,790 | +78.9% | 0.03% | +70.6% |
| Q3 2017 | $842,000 | +155.2% | 16,090 | +154.8% | 0.02% | +183.3% |
| Q2 2017 | $330,000 | – | 6,315 | – | 0.01% | – |
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% |