SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $22,000 | +4.8% | 400 | 0.0% | 0.01% | +8.3% |
| Q2 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | +5.0% | 400 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $20,000 | -16.7% | 400 | -15.1% | 0.01% | -16.7% |
| Q1 2018 | $24,000 | -4.0% | 471 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $25,000 | -10.7% | 471 | -10.5% | 0.01% | -14.3% |
| Q3 2017 | $28,000 | +3.7% | 526 | 0.0% | 0.01% | +7.7% |
| Q2 2017 | $27,000 | -92.3% | 526 | -92.2% | 0.01% | -93.2% |
| Q1 2017 | $350,000 | -47.8% | 6,761 | -48.1% | 0.19% | -45.0% |
| Q4 2016 | $670,000 | -0.1% | 13,016 | +4.1% | 0.35% | -3.3% |
| Q3 2016 | $671,000 | +2.8% | 12,506 | +2.9% | 0.36% | -0.6% |
| Q2 2016 | $653,000 | -1.4% | 12,151 | -3.1% | 0.36% | +4.3% |
| Q1 2016 | $662,000 | +28.8% | 12,541 | +27.3% | 0.35% | +39.8% |
| Q3 2015 | $514,000 | +69.6% | 9,851 | +68.4% | 0.25% | +99.2% |
| Q2 2015 | $303,000 | – | 5,850 | – | 0.12% | – |
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% |