SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10 | -99.9% | 209 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 209 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 209 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $11,000 | -15.4% | 209 | -10.3% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -70.5% | 233 | -71.3% | 0.00% | -75.0% |
| Q1 2021 | $44,000 | -99.8% | 813 | -99.8% | 0.01% | -99.8% |
| Q4 2020 | $25,081,000 | -12.6% | 447,640 | -12.5% | 7.04% | -31.3% |
| Q3 2020 | $28,700,000 | +8.1% | 511,770 | +8.4% | 10.24% | +11.8% |
| Q2 2020 | $26,554,000 | +21.2% | 472,149 | +16.9% | 9.16% | -1.4% |
| Q1 2020 | $21,917,000 | +41.8% | 403,856 | +39.6% | 9.29% | +81.5% |
| Q4 2019 | $15,458,000 | +0.2% | 289,308 | +1.0% | 5.12% | -10.0% |
| Q3 2019 | $15,427,000 | +5.9% | 286,474 | +4.3% | 5.69% | +5.4% |
| Q2 2019 | $14,564,000 | +265.3% | 274,787 | +257.6% | 5.40% | +237.0% |
| Q1 2019 | $3,987,000 | +9.4% | 76,850 | +6.7% | 1.60% | -29.5% |
| Q4 2018 | $3,645,000 | – | 72,045 | – | 2.27% | – |
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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% |