SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,216 | -4.3% | 27,493 | 0.0% | 0.21% | -0.5% |
Q2 2023 | $1,270 | -1.5% | 27,493 | 0.0% | 0.21% | -6.2% |
Q1 2023 | $1,289 | +0.1% | 27,493 | 0.0% | 0.23% | -1.7% |
Q4 2022 | $1,288 | -100.0% | 27,493 | -84.6% | 0.23% | -86.1% |
Q3 2022 | $7,996,000 | +799500.0% | 178,889 | +662451.9% | 1.67% | – |
Q2 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -99.3% | 27 | -98.9% | 0.00% | -100.0% |
Q4 2021 | $139,000 | -0.7% | 2,571 | 0.0% | 0.03% | +4.0% |
Q3 2021 | $140,000 | -1.4% | 2,571 | -1.1% | 0.02% | -3.8% |
Q2 2021 | $142,000 | +1.4% | 2,600 | 0.0% | 0.03% | -3.7% |
Q1 2021 | $140,000 | -4.1% | 2,600 | -0.2% | 0.03% | -12.9% |
Q4 2020 | $146,000 | 0.0% | 2,606 | 0.0% | 0.03% | -6.1% |
Q3 2020 | $146,000 | -3.9% | 2,606 | -3.4% | 0.03% | -5.7% |
Q2 2020 | $152,000 | +4.1% | 2,697 | 0.0% | 0.04% | -12.5% |
Q1 2020 | $146,000 | 0.0% | 2,697 | -1.1% | 0.04% | +8.1% |
Q4 2019 | $146,000 | -2.0% | 2,726 | -1.2% | 0.04% | -9.8% |
Q3 2019 | $149,000 | 0.0% | 2,760 | -1.8% | 0.04% | 0.0% |
Q2 2019 | $149,000 | +2.1% | 2,811 | 0.0% | 0.04% | -2.4% |
Q1 2019 | $146,000 | +1.4% | 2,811 | -1.5% | 0.04% | -10.6% |
Q4 2018 | $144,000 | -4.0% | 2,854 | -4.4% | 0.05% | -9.6% |
Q3 2018 | $150,000 | -2.6% | 2,984 | -1.6% | 0.05% | -11.9% |
Q2 2018 | $154,000 | -6.1% | 3,033 | -5.7% | 0.06% | -3.3% |
Q1 2018 | $164,000 | -4.1% | 3,216 | -2.2% | 0.06% | +3.4% |
Q4 2017 | $171,000 | -9.0% | 3,288 | -8.5% | 0.06% | -7.8% |
Q3 2017 | $188,000 | +0.5% | 3,595 | +0.5% | 0.06% | -4.5% |
Q2 2017 | $187,000 | -2.6% | 3,577 | -3.3% | 0.07% | -8.2% |
Q1 2017 | $192,000 | -1.0% | 3,700 | -1.8% | 0.07% | -18.0% |
Q4 2016 | $194,000 | -83.9% | 3,768 | -83.2% | 0.09% | -85.7% |
Q3 2016 | $1,206,000 | +32.1% | 22,463 | +32.1% | 0.62% | +31.2% |
Q2 2016 | $913,000 | +36.5% | 17,001 | +34.2% | 0.48% | +32.3% |
Q1 2016 | $669,000 | +39.7% | 12,665 | +36.3% | 0.36% | +27.3% |
Q4 2015 | $479,000 | -63.6% | 9,294 | -63.1% | 0.28% | -64.6% |
Q3 2015 | $1,315,000 | +8.1% | 25,219 | +7.3% | 0.80% | +15.9% |
Q2 2015 | $1,216,000 | +9.7% | 23,512 | +12.3% | 0.69% | +5.2% |
Q1 2015 | $1,108,000 | +669.4% | 20,938 | +632.1% | 0.65% | +499.1% |
Q4 2014 | $144,000 | – | 2,860 | – | 0.11% | – |
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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% |