SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 131 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,086 | +34.4% | 115 | +40.2% | 0.00% | – |
| Q2 2023 | $3,785 | -1.6% | 82 | 0.0% | 0.00% | – |
| Q1 2023 | $3,847 | -9.4% | 82 | -11.8% | 0.00% | – |
| Q4 2022 | $4,245 | – | 93 | +745.5% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.0% | 0.00% | – |
| Q2 2022 | $55,000 | -6.8% | 1,157 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -4.8% | 1,157 | +1.0% | 0.00% | – |
| Q4 2021 | $62,000 | -16.2% | 1,146 | -15.3% | 0.00% | – |
| Q2 2021 | $74,000 | +124.2% | 1,353 | +114.4% | 0.00% | – |
| Q4 2018 | $33,000 | +371.4% | 631 | +360.6% | 0.00% | – |
| Q3 2015 | $7,000 | – | 137 | – | 0.00% | – |
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% |