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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $912,000 | -3.6% | 16,798 | -5.1% | 0.34% | +4.3% |
| Q4 2019 | $946,000 | -52.1% | 17,702 | -51.8% | 0.33% | -57.5% |
| Q3 2019 | $1,977,000 | -12.5% | 36,709 | -13.9% | 0.77% | -21.3% |
| Q2 2019 | $2,260,000 | +0.2% | 42,644 | -1.9% | 0.98% | -10.8% |
| Q1 2019 | $2,255,000 | -61.5% | 43,473 | -62.4% | 1.10% | -65.6% |
| Q4 2018 | $5,853,000 | +209.7% | 115,693 | +207.6% | 3.20% | +120.6% |
| Q3 2018 | $1,890,000 | -6.6% | 37,610 | -5.9% | 1.45% | -21.4% |
| Q2 2018 | $2,023,000 | +7.2% | 39,948 | +8.0% | 1.84% | -0.8% |
| Q1 2018 | $1,888,000 | +18.4% | 37,004 | +20.8% | 1.86% | +5.9% |
| Q4 2017 | $1,594,000 | – | 30,631 | – | 1.76% | – |
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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% |