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 2022 | $49 | – | 1 | 0.0% | 0.00% | – |
Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2021 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | -98.2% | 14 | -98.6% | 0.00% | -100.0% |
Q4 2020 | $55,000 | +19.6% | 987 | +20.1% | 0.03% | +3.7% |
Q3 2020 | $46,000 | +15.0% | 822 | +16.1% | 0.03% | +3.8% |
Q2 2020 | $40,000 | +2.6% | 708 | -0.3% | 0.03% | -16.1% |
Q1 2020 | $39,000 | +62.5% | 710 | +61.0% | 0.03% | +106.7% |
Q4 2019 | $24,000 | – | 441 | – | 0.02% | – |
Download |
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% |