SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $210,000 | +2.9% | 4,048 | 0.0% | 0.08% | -7.8% |
| Q4 2018 | $204,000 | +0.5% | 4,048 | 0.0% | 0.09% | +15.4% |
| Q3 2018 | $203,000 | -0.5% | 4,048 | 0.0% | 0.08% | -12.4% |
| Q2 2018 | $204,000 | -1.0% | 4,048 | 0.0% | 0.09% | -3.3% |
| Q1 2018 | $206,000 | -1.9% | 4,048 | 0.0% | 0.09% | +17.9% |
| Q4 2017 | $210,000 | -38.8% | 4,048 | -38.2% | 0.08% | -43.9% |
| Q3 2017 | $343,000 | – | 6,548 | – | 0.14% | – |
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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% |