SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,672,748 | +0.9% | 196,083 | +5.3% | 0.05% | 0.0% |
| Q2 2023 | $8,597,379 | -11.3% | 186,252 | -9.9% | 0.05% | -16.1% |
| Q1 2023 | $9,693,787 | +83.8% | 206,646 | +78.8% | 0.06% | +63.2% |
| Q4 2022 | $5,275,073 | -2.0% | 115,555 | -2.7% | 0.04% | -11.6% |
| Q3 2022 | $5,380,000 | -13.6% | 118,743 | -8.7% | 0.04% | -14.0% |
| Q2 2022 | $6,224,000 | -3.1% | 130,016 | +2.3% | 0.05% | +13.6% |
| Q1 2022 | $6,425,000 | +2888.4% | 127,046 | +3077.7% | 0.04% | +4300.0% |
| Q4 2021 | $215,000 | -18.6% | 3,998 | -15.1% | 0.00% | -75.0% |
| Q3 2020 | $264,000 | +6.5% | 4,709 | +6.8% | 0.00% | 0.0% |
| Q2 2020 | $248,000 | -49.6% | 4,409 | -51.4% | 0.00% | -63.6% |
| Q1 2020 | $492,000 | -57.2% | 9,075 | -57.8% | 0.01% | -56.0% |
| Q4 2019 | $1,150,000 | +349.2% | 21,518 | +353.1% | 0.02% | +257.1% |
| Q3 2019 | $256,000 | -12.9% | 4,749 | -14.4% | 0.01% | -22.2% |
| Q2 2019 | $294,000 | -13.8% | 5,551 | -15.5% | 0.01% | -62.5% |
| Q1 2019 | $341,000 | -28.8% | 6,568 | -30.6% | 0.02% | -70.7% |
| Q4 2018 | $479,000 | +91.6% | 9,467 | +90.4% | 0.08% | +485.7% |
| Q3 2018 | $250,000 | -15.8% | 4,973 | -14.6% | 0.01% | -39.1% |
| Q1 2018 | $297,000 | – | 5,825 | – | 0.02% | – |
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% |
| 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% |