SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 161 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -90.0% | 13 | -93.1% | 0.00% | -100.0% |
| Q1 2019 | $10,000 | -90.0% | 188 | -90.5% | 0.00% | -93.3% |
| Q4 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q2 2018 | $100,000 | -1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $101,000 | -1.9% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $103,000 | -1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q3 2017 | $104,000 | 0.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $104,000 | +1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $103,000 | +1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $102,000 | -3.8% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $106,000 | 0.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $106,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $105,000 | +2.9% | 1,982 | 0.0% | 0.01% | -7.7% |
| Q4 2015 | $102,000 | +14.6% | 1,982 | +15.8% | 0.01% | +18.2% |
| Q3 2015 | $89,000 | 0.0% | 1,711 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $89,000 | -2.2% | 1,711 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $91,000 | +1.1% | 1,711 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $90,000 | -21.7% | 1,711 | -22.9% | 0.01% | -29.4% |
| Q3 2014 | $115,000 | 0.0% | 2,219 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $115,000 | +1.8% | 2,219 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $113,000 | – | 2,219 | – | 0.02% | – |
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% |