SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $905,118 | -5.3% | 20,464 | -1.1% | 0.38% | -1.3% |
| Q2 2023 | $955,351 | -7.8% | 20,697 | -6.3% | 0.38% | -13.2% |
| Q1 2023 | $1,036,249 | +2.3% | 22,090 | -0.4% | 0.44% | -4.1% |
| Q4 2022 | $1,012,788 | -1.0% | 22,186 | -1.7% | 0.46% | -5.9% |
| Q3 2022 | $1,023,000 | -31.9% | 22,576 | -28.1% | 0.49% | -32.2% |
| Q2 2022 | $1,503,000 | -22.3% | 31,389 | -17.9% | 0.72% | -12.0% |
| Q1 2022 | $1,934,000 | -6.3% | 38,236 | -0.1% | 0.82% | -4.7% |
| Q4 2021 | $2,064,000 | -6.4% | 38,287 | -5.8% | 0.86% | -15.0% |
| Q3 2021 | $2,205,000 | -1.0% | 40,636 | -0.4% | 1.01% | -3.2% |
| Q2 2021 | $2,227,000 | +1.2% | 40,793 | +0.0% | 1.04% | -10.3% |
| Q1 2021 | $2,200,000 | +0.0% | 40,778 | +3.9% | 1.16% | -7.2% |
| Q4 2020 | $2,199,000 | -5.5% | 39,239 | -5.4% | 1.25% | -13.6% |
| Q3 2020 | $2,326,000 | +3.5% | 41,473 | +3.8% | 1.45% | -4.4% |
| Q2 2020 | $2,247,000 | +5.6% | 39,961 | +1.9% | 1.52% | -11.6% |
| Q1 2020 | $2,128,000 | -2.5% | 39,220 | -4.0% | 1.72% | +13.1% |
| Q4 2019 | $2,182,000 | -0.6% | 40,835 | +0.2% | 1.52% | -7.3% |
| Q3 2019 | $2,195,000 | +2.9% | 40,759 | +1.3% | 1.64% | 0.0% |
| Q2 2019 | $2,133,000 | +2.2% | 40,243 | -0.0% | 1.64% | -1.6% |
| Q1 2019 | $2,088,000 | +1.9% | 40,256 | -0.6% | 1.66% | -5.9% |
| Q4 2018 | $2,049,000 | +0.8% | 40,503 | +0.1% | 1.77% | +3.3% |
| Q3 2018 | $2,032,000 | -6.1% | 40,444 | -5.3% | 1.71% | -14.8% |
| Q2 2018 | $2,164,000 | +4.5% | 42,729 | +5.3% | 2.01% | -2.8% |
| Q1 2018 | $2,070,000 | +3.7% | 40,569 | +5.7% | 2.07% | +1.1% |
| Q4 2017 | $1,997,000 | – | 38,368 | – | 2.05% | – |
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% |
| 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% |