SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,826 | -8.7% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -66.7% | 40 | -63.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | +100.0% | 108 | +80.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -86.4% | 60 | -85.9% | 0.00% | -83.3% |
| Q1 2019 | $22,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | +4.8% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | -4.5% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $22,000 | -53.2% | 425 | -54.1% | 0.01% | -53.8% |
| Q1 2018 | $47,000 | -50.0% | 925 | -48.6% | 0.01% | -51.9% |
| Q4 2017 | $94,000 | -17.5% | 1,800 | -17.6% | 0.03% | -22.9% |
| Q3 2017 | $114,000 | +612.5% | 2,185 | +604.8% | 0.04% | +600.0% |
| Q2 2017 | $16,000 | +1500.0% | 310 | +1450.0% | 0.01% | – |
| Q1 2017 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -99.4% | 20 | -99.4% | 0.00% | -100.0% |
| Q4 2014 | $169,000 | +1.2% | 3,223 | 0.0% | 0.07% | -2.9% |
| Q3 2014 | $167,000 | +15.2% | 3,223 | +15.7% | 0.07% | +14.8% |
| Q2 2014 | $145,000 | +70.6% | 2,785 | +66.8% | 0.06% | +56.4% |
| Q1 2014 | $85,000 | +304.8% | 1,670 | +307.3% | 0.04% | +200.0% |
| Q3 2013 | $21,000 | 0.0% | 410 | 0.0% | 0.01% | -7.1% |
| Q2 2013 | $21,000 | +50.0% | 410 | +49.1% | 0.01% | +40.0% |
| Q1 2013 | $14,000 | – | 275 | – | 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% |