SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,209 | -77.0% | 683 | -76.0% | 0.00% | – |
| Q2 2023 | $131,094 | +309.2% | 2,840 | +315.8% | 0.00% | – |
| Q1 2023 | $32,040 | +29.7% | 683 | +26.2% | 0.00% | – |
| Q4 2022 | $24,697 | -1.2% | 541 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -3.8% | 541 | 0.0% | 0.00% | – |
| Q2 2022 | $26,000 | -3.7% | 541 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | -6.9% | 541 | 0.0% | 0.00% | – |
| Q4 2021 | $29,000 | -9.4% | 541 | -7.8% | 0.00% | – |
| Q3 2021 | $32,000 | -64.0% | 587 | -63.0% | 0.00% | – |
| Q3 2020 | $89,000 | +1012.5% | 1,585 | +909.6% | 0.00% | – |
| Q4 2019 | $8,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | -55.6% | 157 | -55.6% | 0.00% | – |
| Q1 2019 | $18,000 | 0.0% | 354 | 0.0% | 0.00% | – |
| Q4 2018 | $18,000 | – | 354 | – | 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% |