SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,739,000 | -3.0% | 32,294 | -4.5% | 1.87% | +0.1% |
| Q2 2019 | $1,793,000 | -3.1% | 33,823 | -5.2% | 1.87% | -2.1% |
| Q1 2019 | $1,851,000 | +11.5% | 35,686 | +8.8% | 1.91% | -7.8% |
| Q4 2018 | $1,660,000 | +18.5% | 32,806 | +20.6% | 2.07% | +25.3% |
| Q4 2016 | $1,401,000 | +1.3% | 27,199 | +5.5% | 1.65% | +4.6% |
| Q3 2016 | $1,383,000 | -3.3% | 25,773 | -3.2% | 1.58% | -3.7% |
| Q2 2016 | $1,430,000 | +6.5% | 26,618 | +4.7% | 1.64% | +3.4% |
| Q1 2016 | $1,343,000 | +12.6% | 25,432 | +9.7% | 1.59% | +16.5% |
| Q4 2015 | $1,193,000 | -10.8% | 23,174 | -9.7% | 1.36% | -9.4% |
| Q3 2015 | $1,337,000 | +2.9% | 25,651 | +2.2% | 1.50% | +15.6% |
| Q2 2015 | $1,299,000 | +3.6% | 25,108 | +5.9% | 1.30% | +4.1% |
| Q1 2015 | $1,254,000 | +0.1% | 23,709 | -0.9% | 1.25% | -0.7% |
| Q4 2014 | $1,253,000 | – | 23,923 | – | 1.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,123,890 | $61,364,000 | 20.72% |
| Advisory Services & Investments, LLC | 425,871 | $23,253,000 | 16.95% |
| Ferris Capital, LLC | 632,316 | $34,524,000 | 13.54% |
| Total Wealth Planning, LLC | 632,316 | $34,524,000 | 13.54% |
| CFS Investment Advisory Services, LLC | 266,195 | $14,534,000 | 13.25% |
| Sage Financial Management Group, Inc. | 266,195 | $14,534,000 | 13.25% |
| Tenret Co LLC | 249,113 | $13,602,000 | 12.64% |
| JBJ Investment Partners, LLC | 1,015,819 | $55,464,000 | 11.39% |
| Alliance Wealth Management Group | 588,728 | $32,145,000 | 10.68% |
| Rockbridge Investment Management, LCC | 1,149,053 | $62,738,000 | 10.63% |