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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $649,000 | +1.4% | 12,840 | +8.1% | 0.12% | +2.6% |
| Q4 2021 | $640,000 | +138.8% | 11,873 | +141.8% | 0.12% | +117.0% |
| Q2 2021 | $268,000 | +1.1% | 4,911 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $265,000 | -3.6% | 4,911 | 0.0% | 0.06% | -12.7% |
| Q4 2020 | $275,000 | -4.8% | 4,911 | -4.8% | 0.06% | -7.4% |
| Q3 2020 | $289,000 | -0.3% | 5,161 | 0.0% | 0.07% | -6.8% |
| Q2 2020 | $290,000 | +2.1% | 5,161 | -1.5% | 0.07% | -12.0% |
| Q1 2020 | $284,000 | +1.4% | 5,241 | 0.0% | 0.08% | -3.5% |
| Q4 2019 | $280,000 | -0.7% | 5,241 | 0.0% | 0.09% | +8.9% |
| Q3 2019 | $282,000 | +0.4% | 5,241 | -1.0% | 0.08% | -3.7% |
| Q2 2019 | $281,000 | +3.7% | 5,295 | +1.5% | 0.08% | -4.7% |
| Q1 2019 | $271,000 | +4.2% | 5,215 | +1.5% | 0.09% | -13.1% |
| Q4 2018 | $260,000 | – | 5,138 | – | 0.10% | – |
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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% |