SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $106,460 | +0.4% | 2,332 | 0.0% | 0.03% | +17.4% |
| Q3 2022 | $106,000 | -5.4% | 2,332 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $112,000 | -5.1% | 2,332 | 0.0% | 0.02% | +26.3% |
| Q1 2022 | $118,000 | -6.3% | 2,332 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $126,000 | -0.8% | 2,332 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $127,000 | -10.6% | 2,332 | -10.6% | 0.02% | -9.5% |
| Q2 2021 | $142,000 | 0.0% | 2,608 | -0.6% | 0.02% | -8.7% |
| Q1 2021 | $142,000 | -50.0% | 2,623 | -48.3% | 0.02% | -57.4% |
| Q3 2020 | $284,000 | -94.0% | 5,076 | -93.9% | 0.05% | -94.8% |
| Q2 2020 | $4,732,000 | -1.4% | 83,257 | -3.9% | 1.03% | -17.4% |
| Q1 2020 | $4,799,000 | -8.3% | 86,650 | -10.7% | 1.25% | -14.8% |
| Q4 2019 | $5,233,000 | -9.5% | 97,057 | -10.0% | 1.47% | -27.2% |
| Q3 2019 | $5,782,000 | -16.4% | 107,862 | -17.0% | 2.02% | -30.8% |
| Q2 2019 | $6,913,000 | -8.6% | 129,942 | -11.4% | 2.91% | -9.3% |
| Q1 2019 | $7,564,000 | -22.2% | 146,734 | -23.0% | 3.21% | -36.1% |
| Q4 2018 | $9,722,000 | +3.4% | 190,636 | +1.2% | 5.02% | -4.5% |
| Q3 2018 | $9,398,000 | -15.2% | 188,411 | -13.9% | 5.26% | -18.5% |
| Q2 2018 | $11,081,000 | +12.1% | 218,829 | +12.9% | 6.46% | +0.1% |
| Q1 2018 | $9,885,000 | -1.6% | 193,754 | +0.4% | 6.45% | -0.2% |
| Q4 2017 | $10,047,000 | – | 193,055 | – | 6.47% | – |
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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% |