SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478,328 | -4.4% | 10,815 | -0.2% | 0.33% | +14.8% |
Q2 2023 | $500,236 | -10.0% | 10,837 | -8.5% | 0.29% | -27.1% |
Q1 2023 | $555,596 | +1.3% | 11,844 | -1.4% | 0.40% | -11.6% |
Q4 2022 | $548,632 | -13.5% | 12,018 | -14.2% | 0.45% | -32.6% |
Q3 2022 | $634,000 | +5.0% | 13,999 | +11.0% | 0.67% | +7.7% |
Q2 2022 | $604,000 | +58.5% | 12,615 | +67.4% | 0.62% | +143.1% |
Q1 2022 | $381,000 | -85.1% | 7,535 | -84.1% | 0.26% | -87.4% |
Q4 2021 | $2,559,000 | – | 47,470 | – | 2.03% | – |
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% |
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% |