SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,221,000 | +152.8% | 25,501 | +167.2% | 0.54% | +143.5% |
Q1 2022 | $483,000 | -26.1% | 9,545 | -21.3% | 0.22% | -15.2% |
Q4 2021 | $654,000 | -10.4% | 12,133 | -9.9% | 0.26% | -23.8% |
Q3 2021 | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
Q2 2021 | $794,000 | -20.8% | 14,537 | -21.7% | 0.37% | -27.7% |
Q1 2021 | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
Q4 2020 | $1,048,000 | +32.0% | 18,710 | +32.2% | 0.69% | +9.3% |
Q3 2020 | $794,000 | +58.5% | 14,157 | +59.0% | 0.63% | +52.5% |
Q2 2020 | $501,000 | +131.9% | 8,901 | +123.5% | 0.42% | +88.6% |
Q1 2020 | $216,000 | – | 3,982 | – | 0.22% | – |
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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% |