SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,034,000 | +27.8% | 19,206 | +25.8% | 0.16% | +21.1% |
| Q2 2019 | $809,000 | -61.3% | 15,268 | -62.1% | 0.13% | -72.9% |
| Q1 2019 | $2,092,000 | -64.0% | 40,320 | -64.9% | 0.47% | -71.7% |
| Q4 2018 | $5,815,000 | -5.6% | 114,946 | -6.2% | 1.67% | +3.9% |
| Q3 2018 | $6,159,000 | +0.4% | 122,562 | +1.1% | 1.61% | -6.1% |
| Q2 2018 | $6,137,000 | -47.1% | 121,185 | -46.3% | 1.71% | -11.6% |
| Q1 2018 | $11,593,000 | +127.0% | 225,823 | +130.1% | 1.94% | +22.7% |
| Q4 2017 | $5,107,000 | +2.7% | 98,141 | +3.3% | 1.58% | -4.0% |
| Q3 2017 | $4,974,000 | +2.2% | 94,995 | +2.0% | 1.64% | -0.8% |
| Q2 2017 | $4,865,000 | +1.5% | 93,101 | +0.6% | 1.66% | -6.2% |
| Q1 2017 | $4,792,000 | +1.5% | 92,521 | +1.0% | 1.77% | -11.1% |
| Q4 2016 | $4,720,000 | -38.9% | 91,645 | -37.3% | 1.99% | -37.0% |
| Q1 2016 | $7,721,000 | – | 146,178 | – | 3.15% | – |
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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% |
| Ferris Capital, LLC | 632,316 | $34,524,000 | 13.54% |
| Total Wealth Planning, 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% |