SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $933,000 | -4.6% | 18,428 | -3.9% | 0.59% | -0.2% |
| Q1 2018 | $978,000 | -2.0% | 19,178 | 0.0% | 0.59% | -1.7% |
| Q4 2017 | $998,000 | +9.1% | 19,178 | +9.6% | 0.60% | +4.1% |
| Q3 2017 | $915,000 | +11.9% | 17,491 | +11.6% | 0.58% | +7.4% |
| Q2 2017 | $818,000 | +3.9% | 15,666 | +3.0% | 0.54% | +6.1% |
| Q1 2017 | $787,000 | -11.5% | 15,206 | -11.9% | 0.51% | -15.6% |
| Q4 2016 | $889,000 | -17.9% | 17,264 | -14.5% | 0.60% | -9.5% |
| Q3 2016 | $1,083,000 | -2.9% | 20,193 | -2.7% | 0.66% | -3.5% |
| Q2 2016 | $1,115,000 | -3.7% | 20,756 | -5.3% | 0.69% | -8.6% |
| Q1 2016 | $1,158,000 | -1.4% | 21,926 | -3.9% | 0.75% | -2.6% |
| Q4 2015 | $1,175,000 | -13.7% | 22,826 | -12.6% | 0.77% | -13.3% |
| Q3 2015 | $1,361,000 | -1.1% | 26,116 | -1.9% | 0.89% | +8.5% |
| Q2 2015 | $1,376,000 | -11.8% | 26,611 | -9.8% | 0.82% | -12.6% |
| Q1 2015 | $1,560,000 | -4.8% | 29,491 | -5.7% | 0.94% | +1.1% |
| Q4 2014 | $1,638,000 | -3.0% | 31,286 | -4.1% | 0.93% | +6.4% |
| Q3 2014 | $1,688,000 | -4.5% | 32,616 | -4.3% | 0.88% | -2.7% |
| Q2 2014 | $1,768,000 | -4.3% | 34,071 | -5.7% | 0.90% | -11.0% |
| Q1 2014 | $1,847,000 | -18.1% | 36,126 | -19.4% | 1.01% | -40.3% |
| Q4 2013 | $2,254,000 | -9.3% | 44,829 | -8.3% | 1.69% | -21.8% |
| Q3 2013 | $2,484,000 | -31.9% | 48,878 | -32.3% | 2.16% | -27.7% |
| Q2 2013 | $3,647,000 | – | 72,152 | – | 3.00% | – |
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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% |
| 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% |