SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,064 | -21.7% | 18,767 | -18.3% | 0.08% | -19.8% |
| Q2 2023 | $1,059,926 | -12.8% | 22,962 | -11.4% | 0.10% | -20.5% |
| Q1 2023 | $1,216,048 | +65.5% | 25,923 | +61.1% | 0.13% | +58.8% |
| Q4 2022 | $734,691 | +2.6% | 16,094 | +1.9% | 0.08% | +1.3% |
| Q3 2022 | $716,000 | -26.8% | 15,801 | -22.7% | 0.08% | -22.5% |
| Q2 2022 | $978,000 | +25.2% | 20,436 | +32.3% | 0.10% | +45.7% |
| Q1 2022 | $781,000 | – | 15,452 | – | 0.07% | – |
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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% |
| 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% |