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 | $350,685 | -13.0% | 7,929 | -9.2% | 0.02% | -38.2% |
| Q2 2023 | $403,214 | +13.5% | 8,735 | +15.4% | 0.03% | +9.7% |
| Q1 2023 | $355,216 | -3.9% | 7,572 | -6.5% | 0.03% | -13.9% |
| Q4 2022 | $369,647 | +20.0% | 8,097 | +19.2% | 0.04% | +9.1% |
| Q3 2022 | $308,000 | +20.8% | 6,793 | +27.7% | 0.03% | +57.1% |
| Q2 2022 | $255,000 | +17.5% | 5,318 | +23.8% | 0.02% | -12.5% |
| Q1 2022 | $217,000 | -6.5% | 4,297 | -0.3% | 0.02% | -4.0% |
| Q4 2021 | $232,000 | 0.0% | 4,309 | +0.7% | 0.02% | -13.8% |
| Q3 2021 | $232,000 | 0.0% | 4,279 | +0.5% | 0.03% | -3.3% |
| Q2 2021 | $232,000 | +1.8% | 4,257 | +0.5% | 0.03% | -9.1% |
| Q1 2021 | $228,000 | -3.4% | 4,234 | +0.4% | 0.03% | -10.8% |
| Q4 2020 | $236,000 | +4.4% | 4,218 | +4.3% | 0.04% | -32.7% |
| Q3 2020 | $226,000 | -5.8% | 4,045 | -5.3% | 0.06% | -31.2% |
| Q2 2020 | $240,000 | +4.3% | 4,272 | +0.6% | 0.08% | -21.6% |
| Q1 2020 | $230,000 | -85.4% | 4,247 | +42.9% | 0.10% | +59.4% |
| Q2 2019 | $1,575,000 | +600.0% | 2,972 | -33.3% | 0.06% | -39.6% |
| Q2 2018 | $225,000 | -0.4% | 4,453 | +0.5% | 0.11% | -6.2% |
| Q1 2018 | $226,000 | -1.3% | 4,432 | +0.4% | 0.11% | -19.9% |
| Q4 2017 | $229,000 | -0.4% | 4,413 | +0.4% | 0.14% | -3.4% |
| Q3 2017 | $230,000 | – | 4,394 | – | 0.15% | – |
Download | ||||||
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% |
| 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% |