SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 40 | +2.6% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -100.0% | 39 | -77.8% | 0.00% | -77.8% |
| Q1 2020 | $8,980,000 | +99677.8% | 176 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 175 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $9,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 175 | -0.6% | 0.01% | -11.1% |
| Q4 2018 | $9,000 | -99.9% | 176 | 0.0% | 0.01% | +28.6% |
| Q3 2018 | $8,844,000 | -0.8% | 176 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $8,912,000 | -0.8% | 176 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $8,980,000 | – | 176 | – | 0.01% | – |
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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% |