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 | $1,268,860 | -28.8% | 28,688 | -25.7% | 0.02% | -32.1% |
| Q2 2023 | $1,781,503 | -4.8% | 38,594 | -3.2% | 0.03% | -20.0% |
| Q1 2023 | $1,871,015 | +7.1% | 39,886 | +4.2% | 0.04% | -18.6% |
| Q4 2022 | $1,747,043 | -8.1% | 38,270 | -8.7% | 0.04% | -27.1% |
| Q3 2022 | $1,900,000 | -6.7% | 41,925 | -1.4% | 0.06% | -4.8% |
| Q2 2022 | $2,036,000 | -14.3% | 42,535 | -9.5% | 0.06% | -20.5% |
| Q1 2022 | $2,377,000 | -6.0% | 47,002 | +0.2% | 0.08% | -4.9% |
| Q4 2021 | $2,529,000 | +7.2% | 46,914 | +7.8% | 0.08% | -4.7% |
| Q3 2021 | $2,360,000 | -1.7% | 43,500 | -1.1% | 0.09% | -11.3% |
| Q2 2021 | $2,402,000 | +1.0% | 43,988 | -0.2% | 0.10% | -23.6% |
| Q1 2021 | $2,379,000 | -5.8% | 44,091 | -2.2% | 0.13% | -13.6% |
| Q4 2020 | $2,526,000 | +3.3% | 45,076 | +3.4% | 0.15% | -12.0% |
| Q3 2020 | $2,445,000 | -4.5% | 43,595 | -4.2% | 0.17% | -13.9% |
| Q2 2020 | $2,560,000 | -3.3% | 45,515 | -6.7% | 0.19% | -22.7% |
| Q1 2020 | $2,648,000 | +34.6% | 48,799 | +32.6% | 0.25% | +4.1% |
| Q4 2019 | $1,967,000 | -11.2% | 36,815 | -10.5% | 0.24% | -21.8% |
| Q3 2019 | $2,216,000 | +7.5% | 41,155 | +5.8% | 0.31% | +6.2% |
| Q2 2019 | $2,061,000 | – | 38,885 | – | 0.29% | – |
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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% |
| Ferris Capital, LLC | 632,316 | $34,524,000 | 13.54% |
| Total Wealth Planning, 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% |