SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $253,000 | -20.4% | 5,000 | -15.3% | 0.21% | -7.9% |
| Q4 2021 | $318,000 | +0.6% | 5,902 | +1.3% | 0.23% | -1.3% |
| Q3 2021 | $316,000 | -0.6% | 5,829 | -0.1% | 0.23% | +0.9% |
| Q2 2021 | $318,000 | +1.0% | 5,833 | -0.0% | 0.23% | -2.6% |
| Q1 2021 | $315,000 | -3.7% | 5,834 | +0.0% | 0.24% | -18.1% |
| Q4 2020 | $327,000 | 0.0% | 5,832 | -0.0% | 0.29% | -15.6% |
| Q3 2020 | $327,000 | -0.3% | 5,833 | -0.0% | 0.34% | -6.8% |
| Q2 2020 | $328,000 | +1.2% | 5,834 | -2.1% | 0.36% | -14.9% |
| Q1 2020 | $324,000 | -22.7% | 5,961 | -24.0% | 0.43% | +5.4% |
| Q4 2019 | $419,000 | – | 7,844 | – | 0.41% | – |
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% |
| 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% |