SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,998,211 | -7.8% | 113,005 | -3.8% | 0.04% | 0.0% |
| Q2 2023 | $5,422,046 | -1.6% | 117,462 | 0.0% | 0.04% | -6.5% |
| Q1 2023 | $5,510,142 | +2.8% | 117,462 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $5,362,140 | -2.9% | 117,462 | -3.6% | 0.05% | -7.8% |
| Q3 2022 | $5,522,000 | -5.3% | 121,882 | 0.0% | 0.05% | +10.9% |
| Q2 2022 | $5,834,000 | -12.8% | 121,882 | -7.8% | 0.05% | +15.0% |
| Q1 2022 | $6,688,000 | -6.2% | 132,248 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $7,128,000 | -0.7% | 132,248 | 0.0% | 0.04% | -14.0% |
| Q3 2021 | $7,176,000 | -0.6% | 132,248 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $7,221,000 | +4.1% | 132,248 | +2.9% | 0.04% | -6.5% |
| Q1 2021 | $6,936,000 | – | 128,562 | – | 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% |