SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,770 | -4.2% | 8,948 | +0.0% | 0.18% | -4.2% |
| Q2 2023 | $412,994 | -5.8% | 8,947 | -4.3% | 0.19% | -17.8% |
| Q1 2023 | $438,562 | +3.1% | 9,349 | +0.4% | 0.23% | -9.4% |
| Q4 2022 | $425,230 | +0.5% | 9,315 | 0.0% | 0.25% | -20.6% |
| Q3 2022 | $423,000 | -5.6% | 9,315 | +1.6% | 0.32% | -19.2% |
| Q2 2022 | $448,000 | +3.5% | 9,165 | +2.3% | 0.40% | -7.5% |
| Q1 2022 | $433,000 | -8.1% | 8,957 | +0.9% | 0.43% | -1.2% |
| Q4 2021 | $471,000 | – | 8,878 | – | 0.43% | – |
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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% |