SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -7.1% | 4,364 | -2.1% | 0.02% | +10.5% |
| Q1 2022 | $225,000 | -7.0% | 4,458 | -0.8% | 0.02% | 0.0% |
| Q4 2021 | $242,000 | +6.1% | 4,493 | +7.2% | 0.02% | -54.8% |
| Q3 2021 | $228,000 | +4.1% | 4,193 | +4.4% | 0.04% | +50.0% |
| Q2 2021 | $219,000 | +1.9% | 4,018 | +1.0% | 0.03% | -15.2% |
| Q1 2021 | $215,000 | -60.8% | 3,978 | -59.3% | 0.03% | -59.3% |
| Q4 2020 | $548,000 | +2.0% | 9,781 | +2.1% | 0.08% | -9.0% |
| Q3 2020 | $537,000 | -2.5% | 9,579 | -2.2% | 0.09% | -11.9% |
| Q2 2020 | $551,000 | +4.0% | 9,796 | +0.3% | 0.10% | -17.2% |
| Q1 2020 | $530,000 | +122.7% | 9,770 | +119.2% | 0.12% | +205.0% |
| Q4 2019 | $238,000 | -62.5% | 4,457 | -62.2% | 0.04% | -63.0% |
| Q3 2019 | $634,000 | +154.6% | 11,777 | +150.6% | 0.11% | +96.4% |
| Q2 2019 | $249,000 | +7.8% | 4,700 | +5.8% | 0.06% | -3.5% |
| Q1 2019 | $231,000 | -8.3% | 4,444 | -11.5% | 0.06% | -8.1% |
| Q3 2018 | $252,000 | +8.2% | 5,023 | +8.9% | 0.06% | 0.0% |
| Q2 2018 | $233,000 | +2.6% | 4,612 | +3.2% | 0.06% | -11.4% |
| Q1 2018 | $227,000 | +1.3% | 4,468 | +3.6% | 0.07% | +9.4% |
| Q4 2017 | $224,000 | +4.2% | 4,311 | +4.8% | 0.06% | -11.1% |
| Q3 2017 | $215,000 | 0.0% | 4,112 | -0.2% | 0.07% | -5.3% |
| Q2 2017 | $215,000 | +2.4% | 4,122 | +1.2% | 0.08% | -6.2% |
| Q1 2017 | $210,000 | – | 4,074 | – | 0.08% | – |
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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% |
| 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% |