SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $421,961 | +38.8% | 8,995 | +35.0% | 0.26% | +33.8% |
| Q4 2022 | $304,000 | -22.3% | 6,664 | -22.7% | 0.20% | -30.3% |
| Q3 2022 | $391,000 | -9.3% | 8,623 | -4.3% | 0.28% | -2.1% |
| Q2 2022 | $431,000 | -17.0% | 9,012 | -12.1% | 0.29% | -1.7% |
| Q1 2022 | $519,000 | -25.0% | 10,255 | -20.2% | 0.30% | -21.5% |
| Q4 2021 | $692,000 | -6.1% | 12,843 | -5.5% | 0.38% | -14.5% |
| Q3 2021 | $737,000 | -2.4% | 13,586 | -1.7% | 0.44% | -3.9% |
| Q2 2021 | $755,000 | -3.3% | 13,827 | -4.5% | 0.46% | -11.1% |
| Q1 2021 | $781,000 | -2.6% | 14,480 | +1.2% | 0.52% | -10.4% |
| Q4 2020 | $802,000 | +10.8% | 14,309 | +10.9% | 0.58% | -0.5% |
| Q3 2020 | $724,000 | +2.0% | 12,907 | +2.2% | 0.58% | -7.4% |
| Q2 2020 | $710,000 | -0.7% | 12,630 | -4.1% | 0.62% | -13.7% |
| Q1 2020 | $715,000 | -50.2% | 13,168 | -51.0% | 0.72% | -43.5% |
| Q4 2019 | $1,437,000 | -13.6% | 26,894 | -12.9% | 1.28% | -18.2% |
| Q3 2019 | $1,663,000 | +9.1% | 30,886 | +7.4% | 1.56% | -4.4% |
| Q2 2019 | $1,524,000 | +2.8% | 28,764 | +0.6% | 1.64% | +0.9% |
| Q1 2019 | $1,483,000 | +2.6% | 28,582 | +0.0% | 1.62% | -12.2% |
| Q4 2018 | $1,445,000 | +12.9% | 28,568 | +12.2% | 1.85% | +32.5% |
| Q3 2018 | $1,280,000 | -6.0% | 25,471 | -5.2% | 1.39% | -12.3% |
| Q2 2018 | $1,361,000 | -14.1% | 26,875 | -13.5% | 1.59% | -17.3% |
| Q1 2018 | $1,584,000 | -0.7% | 31,052 | +1.3% | 1.92% | -3.0% |
| Q4 2017 | $1,595,000 | – | 30,643 | – | 1.98% | – |
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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% |