SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
| Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
| Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
| Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
| Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
| Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
| Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
| Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
| Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
| Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
| Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
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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% |