SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,968 | -4.3% | 18,177 | -0.1% | 0.68% | +0.3% |
| Q2 2023 | $839,940 | -2.0% | 18,196 | -0.4% | 0.68% | -2.4% |
| Q1 2023 | $857,230 | +2.8% | 18,274 | +0.0% | 0.70% | +4.3% |
| Q4 2022 | $834,012 | +157.4% | 18,270 | +170.0% | 0.67% | +147.4% |
| Q2 2022 | $324,000 | -44.0% | 6,766 | -40.9% | 0.27% | -35.1% |
| Q1 2022 | $579,000 | -5.9% | 11,458 | +0.5% | 0.42% | +0.7% |
| Q4 2021 | $615,000 | -4.8% | 11,404 | -4.2% | 0.41% | +1.7% |
| Q3 2021 | $646,000 | -5.0% | 11,904 | -4.4% | 0.41% | +3.0% |
| Q2 2021 | $680,000 | +0.7% | 12,457 | -0.5% | 0.39% | -10.9% |
| Q1 2021 | $675,000 | -11.4% | 12,516 | -7.9% | 0.44% | -18.5% |
| Q4 2020 | $762,000 | -3.9% | 13,596 | -3.8% | 0.54% | -10.0% |
| Q3 2020 | $793,000 | -3.1% | 14,140 | -2.8% | 0.60% | -1.6% |
| Q2 2020 | $818,000 | -15.6% | 14,550 | -18.5% | 0.61% | -27.4% |
| Q1 2020 | $969,000 | -20.6% | 17,863 | -21.8% | 0.84% | +20.6% |
| Q4 2019 | $1,220,000 | -3.9% | 22,842 | -3.1% | 0.70% | -5.9% |
| Q3 2019 | $1,270,000 | -4.1% | 23,584 | -5.6% | 0.74% | -4.5% |
| Q2 2019 | $1,324,000 | -10.2% | 24,988 | -12.0% | 0.78% | -20.1% |
| Q1 2019 | $1,474,000 | -4.0% | 28,407 | -6.4% | 0.97% | -14.9% |
| Q4 2018 | $1,535,000 | -15.2% | 30,334 | -15.8% | 1.14% | -19.0% |
| Q3 2018 | $1,811,000 | – | 36,043 | – | 1.41% | – |
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% |