SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $19,000 | -5.0% | 395 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +66.7% | 402 | +85.3% | 0.00% | – |
| Q4 2021 | $12,000 | -53.8% | 217 | -55.2% | 0.00% | -100.0% |
| Q3 2021 | $26,000 | +1200.0% | 484 | +1141.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -81.8% | 39 | -81.0% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -99.3% | 205 | -99.3% | 0.00% | -98.6% |
| Q4 2019 | $1,561,000 | +3.0% | 29,213 | +3.8% | 0.07% | -5.4% |
| Q3 2019 | $1,516,000 | +2.3% | 28,148 | +0.7% | 0.07% | -2.6% |
| Q2 2019 | $1,482,000 | +52.0% | 27,957 | +48.7% | 0.08% | +20.6% |
| Q1 2019 | $975,000 | -25.6% | 18,796 | -27.5% | 0.06% | -20.3% |
| Q4 2018 | $1,311,000 | +6.6% | 25,911 | +5.8% | 0.08% | +25.4% |
| Q3 2018 | $1,230,000 | -0.2% | 24,486 | +0.6% | 0.06% | -4.5% |
| Q2 2018 | $1,232,000 | +16.8% | 24,334 | +17.7% | 0.07% | +15.8% |
| Q1 2018 | $1,055,000 | +5.6% | 20,671 | +7.6% | 0.06% | -1.7% |
| Q4 2017 | $999,000 | -0.4% | 19,206 | +0.3% | 0.06% | -9.4% |
| Q3 2017 | $1,003,000 | +3.7% | 19,156 | +3.5% | 0.06% | -5.9% |
| Q2 2017 | $967,000 | +25.1% | 18,511 | +24.1% | 0.07% | +15.3% |
| Q1 2017 | $773,000 | -5.8% | 14,922 | -6.4% | 0.06% | -18.1% |
| Q4 2016 | $821,000 | -4.0% | 15,940 | +0.1% | 0.07% | -14.3% |
| Q3 2016 | $855,000 | -0.9% | 15,926 | -0.9% | 0.08% | -9.7% |
| Q2 2016 | $863,000 | +1.5% | 16,071 | -0.1% | 0.09% | -11.4% |
| Q1 2016 | $850,000 | +261.7% | 16,092 | +252.8% | 0.10% | +238.7% |
| Q4 2015 | $235,000 | – | 4,561 | +151933.3% | 0.03% | – |
| Q3 2015 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 3 | – | 0.00% | – |
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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% |