SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,661,272 | +7.5% | 308,869 | +12.2% | 0.01% | +10.0% |
| Q2 2023 | $12,711,932 | +4.1% | 275,388 | +5.8% | 0.01% | -9.1% |
| Q1 2023 | $12,209,969 | +636.2% | 260,285 | +616.4% | 0.01% | +450.0% |
| Q4 2022 | $1,658,514 | +633.9% | 36,331 | +668.9% | 0.00% | – |
| Q2 2022 | $226,000 | +7.6% | 4,725 | +21.0% | 0.00% | – |
| Q4 2021 | $210,000 | -13.6% | 3,905 | -13.0% | 0.00% | – |
| Q3 2021 | $243,000 | +0.4% | 4,486 | +3.9% | 0.00% | – |
| Q4 2020 | $242,000 | -19.6% | 4,318 | -19.6% | 0.00% | – |
| Q3 2020 | $301,000 | +43.3% | 5,369 | +38.7% | 0.00% | – |
| Q1 2020 | $210,000 | -20.5% | 3,871 | -25.8% | 0.00% | – |
| Q4 2018 | $264,000 | -67.1% | 5,219 | -67.4% | 0.00% | -100.0% |
| Q3 2018 | $803,000 | -11.7% | 15,990 | -10.9% | 0.00% | -50.0% |
| Q2 2018 | $909,000 | -3.1% | 17,942 | -2.4% | 0.00% | 0.0% |
| Q1 2018 | $938,000 | +51.3% | 18,376 | +54.3% | 0.00% | +100.0% |
| Q4 2017 | $620,000 | +27.8% | 11,912 | +28.5% | 0.00% | 0.0% |
| Q3 2017 | $485,000 | +71.4% | 9,270 | +71.0% | 0.00% | 0.0% |
| Q2 2017 | $283,000 | – | 5,420 | – | 0.00% | – |
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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% |
| Total Wealth Planning, LLC | 632,316 | $34,524,000 | 13.54% |
| Ferris Capital, 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% |