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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $12,985,000 | – | 231,757 | – | 10.19% | – |
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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% |
| Ferris Capital, LLC | 632,316 | $34,524,000 | 13.54% |
| Total Wealth Planning, 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% |