SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,400,941 | +4.4% | 31,674 | +9.0% | 0.01% | 0.0% |
| Q2 2023 | $1,341,687 | +96.8% | 29,066 | +100.0% | 0.01% | +80.0% |
| Q1 2023 | $681,602 | +22.6% | 14,530 | +19.3% | 0.01% | 0.0% |
| Q4 2022 | $555,834 | +8.1% | 12,176 | +7.2% | 0.01% | -16.7% |
| Q3 2022 | $514,000 | -1.9% | 11,355 | +3.7% | 0.01% | -14.3% |
| Q2 2022 | $524,000 | -74.9% | 10,953 | -73.5% | 0.01% | -72.0% |
| Q1 2022 | $2,090,000 | -18.9% | 41,331 | -13.5% | 0.02% | -21.9% |
| Q4 2021 | $2,576,000 | +42.2% | 47,787 | +43.2% | 0.03% | +28.0% |
| Q3 2021 | $1,811,000 | -5.8% | 33,379 | -5.2% | 0.02% | -7.4% |
| Q2 2021 | $1,923,000 | +156.7% | 35,211 | +153.6% | 0.03% | +68.8% |
| Q1 2021 | $749,000 | +145.6% | 13,884 | +155.1% | 0.02% | +100.0% |
| Q3 2020 | $305,000 | +5.5% | 5,442 | +5.9% | 0.01% | 0.0% |
| Q2 2020 | $289,000 | +17.0% | 5,138 | +12.8% | 0.01% | 0.0% |
| Q1 2020 | $247,000 | – | 4,555 | – | 0.01% | – |
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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% |