SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $563,000 | -44.3% | 10,454 | -43.8% | 0.10% | -48.2% |
| Q3 2021 | $1,010,000 | +1.6% | 18,612 | +2.2% | 0.19% | -4.9% |
| Q2 2021 | $994,000 | +5.3% | 18,206 | +4.1% | 0.20% | -7.7% |
| Q1 2021 | $944,000 | +0.4% | 17,489 | +3.7% | 0.22% | -2.7% |
| Q4 2020 | $940,000 | +3.8% | 16,860 | +4.4% | 0.23% | -10.3% |
| Q3 2020 | $906,000 | +11.2% | 16,149 | +11.4% | 0.25% | -2.3% |
| Q2 2020 | $815,000 | +20.4% | 14,496 | +16.2% | 0.26% | -3.7% |
| Q1 2020 | $677,000 | +5.6% | 12,475 | +3.9% | 0.27% | +24.1% |
| Q4 2019 | $641,000 | +3.2% | 12,006 | +3.6% | 0.22% | 0.0% |
| Q3 2019 | $621,000 | – | 11,593 | – | 0.22% | – |
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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% |
| 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% |