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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,651 | +1.3% | 4,320 | -1.5% | 0.07% | -6.9% |
| Q4 2022 | $200,130 | -6.0% | 4,384 | -1.4% | 0.07% | -14.3% |
| Q2 2022 | $213,000 | -17.8% | 4,445 | -13.3% | 0.08% | +2.4% |
| Q1 2022 | $259,000 | -5.1% | 5,125 | +1.3% | 0.08% | -10.9% |
| Q4 2021 | $273,000 | +3.4% | 5,058 | +3.9% | 0.09% | -27.6% |
| Q3 2021 | $264,000 | -21.4% | 4,870 | -20.9% | 0.13% | -3.1% |
| Q2 2021 | $336,000 | +1.5% | 6,156 | +0.5% | 0.13% | -6.4% |
| Q1 2021 | $331,000 | -2.1% | 6,126 | +1.7% | 0.14% | -9.7% |
| Q4 2020 | $338,000 | -0.3% | 6,025 | -0.2% | 0.16% | -18.4% |
| Q3 2020 | $339,000 | -0.9% | 6,040 | -0.8% | 0.19% | -14.8% |
| Q2 2020 | $342,000 | +1.8% | 6,089 | -1.6% | 0.22% | -12.5% |
| Q1 2020 | $336,000 | +17.1% | 6,189 | +15.4% | 0.26% | +22.6% |
| Q4 2019 | $287,000 | -0.3% | 5,365 | +0.4% | 0.21% | -1.9% |
| Q3 2019 | $288,000 | +0.3% | 5,343 | -1.5% | 0.21% | -13.5% |
| Q2 2019 | $287,000 | +5.5% | 5,423 | +3.6% | 0.24% | +0.8% |
| Q1 2019 | $272,000 | +5.4% | 5,236 | +2.5% | 0.24% | +19.7% |
| Q4 2018 | $258,000 | – | 5,109 | – | 0.20% | – |
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% |
| 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% |