SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
| Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
| Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
| Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 0.00% | – |
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% |
| 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% |