SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $226,000 | +9.2% | 4,730 | +15.3% | 0.02% | +25.0% |
| Q1 2022 | $207,000 | -4.2% | 4,101 | +2.3% | 0.02% | -5.9% |
| Q4 2021 | $216,000 | -3.6% | 4,009 | -2.8% | 0.02% | -10.5% |
| Q3 2021 | $224,000 | -2.2% | 4,126 | -1.4% | 0.02% | 0.0% |
| Q2 2021 | $229,000 | -1.7% | 4,186 | -2.9% | 0.02% | 0.0% |
| Q1 2021 | $233,000 | -0.9% | 4,310 | +2.8% | 0.02% | -17.4% |
| Q4 2020 | $235,000 | -1.3% | 4,193 | -1.0% | 0.02% | -17.9% |
| Q3 2020 | $238,000 | +4.8% | 4,236 | +4.7% | 0.03% | 0.0% |
| Q2 2020 | $227,000 | -3.0% | 4,044 | -6.3% | 0.03% | -20.0% |
| Q1 2020 | $234,000 | -0.4% | 4,315 | -1.8% | 0.04% | +20.7% |
| Q4 2019 | $235,000 | -10.3% | 4,396 | -9.7% | 0.03% | -19.4% |
| Q3 2019 | $262,000 | -8.4% | 4,866 | -9.8% | 0.04% | -10.0% |
| Q2 2019 | $286,000 | -7.4% | 5,392 | -9.5% | 0.04% | -11.1% |
| Q1 2019 | $309,000 | +10.8% | 5,959 | +8.1% | 0.04% | 0.0% |
| Q4 2018 | $279,000 | -10.3% | 5,515 | -10.9% | 0.04% | -4.3% |
| Q3 2018 | $311,000 | -8.3% | 6,193 | -7.4% | 0.05% | -13.0% |
| Q2 2018 | $339,000 | +2.7% | 6,687 | +3.5% | 0.05% | 0.0% |
| Q1 2018 | $330,000 | -2.9% | 6,462 | -1.2% | 0.05% | 0.0% |
| Q4 2017 | $340,000 | +1.5% | 6,538 | +2.1% | 0.05% | -6.9% |
| Q3 2017 | $335,000 | +2.1% | 6,404 | +1.9% | 0.06% | 0.0% |
| Q2 2017 | $328,000 | 0.0% | 6,286 | -0.8% | 0.06% | -3.3% |
| Q1 2017 | $328,000 | -11.1% | 6,337 | -11.6% | 0.06% | -15.5% |
| Q4 2016 | $369,000 | -4.7% | 7,166 | -0.6% | 0.07% | -5.3% |
| Q3 2016 | $387,000 | -4.2% | 7,206 | -4.1% | 0.08% | -6.2% |
| Q2 2016 | $404,000 | +9.5% | 7,516 | +7.5% | 0.08% | +6.7% |
| Q1 2016 | $369,000 | -0.3% | 6,992 | -2.6% | 0.08% | -3.8% |
| Q4 2015 | $370,000 | +2.5% | 7,178 | +3.8% | 0.08% | -4.9% |
| Q3 2015 | $361,000 | +12.8% | 6,918 | +11.7% | 0.08% | +17.1% |
| Q2 2015 | $320,000 | +33.9% | 6,192 | +37.2% | 0.07% | +34.6% |
| Q1 2015 | $239,000 | +17.7% | 4,513 | +13.5% | 0.05% | +4.0% |
| Q1 2014 | $203,000 | – | 3,977 | – | 0.05% | – |
Download | ||||||
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% |
| Sage Financial Management Group, Inc. | 266,195 | $14,534,000 | 13.25% |
| CFS Investment Advisory Services, LLC | 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% |