SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,504 | +191.8% | 22,914 | +204.5% | 0.01% | +175.0% |
| Q2 2023 | $347,311 | +14.5% | 7,524 | +16.4% | 0.00% | 0.0% |
| Q1 2023 | $303,307 | -87.5% | 6,466 | -87.8% | 0.00% | -87.5% |
| Q4 2022 | $2,429,375 | +166.4% | 53,217 | +179.3% | 0.03% | +128.6% |
| Q2 2022 | $912,000 | +19.8% | 19,054 | +26.7% | 0.01% | +40.0% |
| Q1 2022 | $761,000 | -46.3% | 15,037 | -42.8% | 0.01% | -52.4% |
| Q4 2021 | $1,416,000 | +49.7% | 26,279 | +50.5% | 0.02% | +31.2% |
| Q3 2021 | $946,000 | -5.2% | 17,462 | -4.5% | 0.02% | -11.1% |
| Q2 2021 | $998,000 | +87.6% | 18,287 | +85.2% | 0.02% | +63.6% |
| Q1 2021 | $532,000 | -4.7% | 9,873 | -0.7% | 0.01% | -15.4% |
| Q4 2020 | $558,000 | -22.8% | 9,943 | -22.8% | 0.01% | +8.3% |
| Q3 2020 | $723,000 | +29.1% | 12,880 | +29.6% | 0.01% | -25.0% |
| Q2 2020 | $560,000 | -9.1% | 9,938 | -12.2% | 0.02% | -11.1% |
| Q1 2020 | $616,000 | – | 11,321 | – | 0.02% | – |
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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% |
| 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% |