SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,693 | -10.5% | 26,491 | -6.9% | 0.01% | -9.1% |
| Q2 2023 | $1,309,835 | +41.8% | 28,469 | +44.5% | 0.01% | +22.2% |
| Q1 2023 | $924,022 | +57.4% | 19,698 | -3.5% | 0.01% | -70.0% |
| Q4 2022 | $587,173 | -31.1% | 20,421 | +8.7% | 0.03% | +200.0% |
| Q3 2022 | $852,000 | -8.7% | 18,792 | -3.6% | 0.01% | +25.0% |
| Q2 2022 | $933,000 | -33.1% | 19,486 | -29.3% | 0.01% | -27.3% |
| Q1 2022 | $1,394,000 | -2.4% | 27,566 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $1,428,000 | -36.5% | 26,492 | -36.1% | 0.01% | -21.4% |
| Q3 2021 | $2,249,000 | +58.2% | 41,434 | +59.0% | 0.01% | +16.7% |
| Q2 2021 | $1,422,000 | +11.2% | 26,053 | +9.9% | 0.01% | 0.0% |
| Q1 2021 | $1,279,000 | +37.4% | 23,697 | +42.6% | 0.01% | +20.0% |
| Q4 2020 | $931,000 | +3.1% | 16,616 | +3.3% | 0.01% | -16.7% |
| Q3 2020 | $903,000 | +13.2% | 16,090 | +13.3% | 0.01% | +9.1% |
| Q2 2020 | $798,000 | -1.6% | 14,196 | -4.9% | 0.01% | -26.7% |
| Q1 2020 | $811,000 | -20.3% | 14,934 | -21.6% | 0.02% | -6.2% |
| Q4 2019 | $1,017,000 | -64.9% | 19,040 | -64.7% | 0.02% | -64.4% |
| Q3 2019 | $2,896,000 | +11.3% | 53,906 | +9.8% | 0.04% | -4.3% |
| Q2 2019 | $2,602,000 | +417.3% | 49,095 | +406.7% | 0.05% | +370.0% |
| Q1 2019 | $503,000 | -77.2% | 9,690 | -77.8% | 0.01% | -81.1% |
| Q4 2018 | $2,209,000 | +369.0% | 43,665 | +365.4% | 0.05% | +430.0% |
| Q3 2018 | $471,000 | +35.7% | 9,383 | +36.5% | 0.01% | +66.7% |
| Q2 2018 | $347,000 | -8.0% | 6,872 | -6.9% | 0.01% | -60.0% |
| Q1 2018 | $377,000 | -4.1% | 7,382 | -2.5% | 0.02% | -11.8% |
| Q4 2017 | $393,000 | +26.8% | 7,569 | +27.7% | 0.02% | +112.5% |
| Q3 2017 | $310,000 | -57.8% | 5,928 | -58.2% | 0.01% | -61.9% |
| Q1 2017 | $735,000 | +179.5% | 14,189 | +179.9% | 0.02% | +133.3% |
| Q4 2016 | $263,000 | -42.2% | 5,070 | -40.5% | 0.01% | -52.6% |
| Q3 2016 | $455,000 | +50.7% | 8,525 | +52.2% | 0.02% | +58.3% |
| Q2 2016 | $302,000 | – | 5,602 | – | 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% |