Sage Financial Management Group, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,242
+7.3%
28,090
+13.9%
0.75%
-19.8%
Q1 2023$1,157
-36.6%
24,669
-38.3%
0.93%
-26.9%
Q4 2022$1,825
-99.9%
39,985
-0.8%
1.28%
-5.6%
Q2 2022$1,929,000
+206.7%
40,296
+223.9%
1.35%
+213.2%
Q1 2022$629,000
-15.6%
12,439
-10.1%
0.43%
-13.3%
Q4 2021$745,000
-94.9%
13,832
-94.8%
0.50%
-96.2%
Q2 2021$14,534,000
+5.4%
266,195
+4.1%
13.25%
+24.8%
Q1 2021$13,794,000
+6.2%
255,689
+10.3%
10.62%
+4.3%
Q4 2020$12,985,000231,75710.19%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,123,890$61,364,00020.72%
Advisory Services & Investments, LLC 425,871$23,253,00016.95%
Ferris Capital, LLC 632,316$34,524,00013.54%
Total Wealth Planning, LLC 632,316$34,524,00013.54%
CFS Investment Advisory Services, LLC 266,195$14,534,00013.25%
Sage Financial Management Group, Inc. 266,195$14,534,00013.25%
Tenret Co LLC 249,113$13,602,00012.64%
JBJ Investment Partners, LLC 1,015,819$55,464,00011.39%
Alliance Wealth Management Group 588,728$32,145,00010.68%
Rockbridge Investment Management, LCC 1,149,053$62,738,00010.63%
View complete list of SCHWAB STRATEGIC TR shareholders