SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,083,606 | +11.5% | 92,327 | +16.3% | 1.06% | +22.1% |
| Q2 2023 | $3,664,040 | +3.1% | 79,377 | +4.8% | 0.87% | -4.4% |
| Q1 2023 | $3,552,482 | +3.0% | 75,730 | +0.3% | 0.91% | -6.1% |
| Q4 2022 | $3,447,581 | +4.4% | 75,522 | +3.6% | 0.97% | -8.5% |
| Q3 2022 | $3,301,937 | -2.1% | 72,874 | +3.4% | 1.06% | +0.5% |
| Q2 2022 | $3,372,000 | -14.8% | 70,450 | -10.0% | 1.06% | +2.8% |
| Q1 2022 | $3,957,000 | +33.4% | 78,257 | +42.2% | 1.03% | +35.0% |
| Q4 2021 | $2,967,000 | +7.4% | 55,046 | +8.1% | 0.76% | -8.2% |
| Q3 2021 | $2,762,000 | +17.1% | 50,911 | +17.9% | 0.83% | +21.7% |
| Q2 2021 | $2,358,000 | +444.6% | 43,193 | +441.9% | 0.68% | +183.8% |
| Q1 2020 | $433,000 | +4.1% | 7,971 | +2.4% | 0.24% | +35.6% |
| Q4 2019 | $416,000 | -35.1% | 7,785 | -34.6% | 0.18% | -37.5% |
| Q3 2019 | $641,000 | +20.5% | 11,896 | +18.5% | 0.28% | +15.5% |
| Q2 2019 | $532,000 | +49.9% | 10,042 | +46.6% | 0.24% | +41.6% |
| Q1 2019 | $355,000 | +34.0% | 6,850 | +30.9% | 0.17% | +7.5% |
| Q4 2018 | $265,000 | – | 5,232 | – | 0.16% | – |
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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% |