SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
| Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
| Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
| Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
| Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
| Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
| Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
| Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
| Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
| Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
| Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
| Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
| Q1 2018 | $423,000 | – | 8,308 | – | 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% |