SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,428 | -6.3% | 15,633 | -2.2% | 0.29% | -5.5% |
| Q2 2023 | $737,828 | -21.2% | 15,984 | -19.9% | 0.31% | -25.8% |
| Q1 2023 | $935,882 | -20.2% | 19,951 | -22.3% | 0.42% | -28.3% |
| Q4 2022 | $1,172,871 | -13.0% | 25,693 | -13.6% | 0.58% | -15.4% |
| Q3 2022 | $1,347,905 | -10.0% | 29,749 | -4.9% | 0.68% | -8.9% |
| Q2 2022 | $1,498,072 | -37.6% | 31,295 | -34.1% | 0.75% | -41.4% |
| Q1 2022 | $2,401,837 | -24.7% | 47,495 | -19.7% | 1.28% | -53.2% |
| Q4 2021 | $3,187,833 | +4.4% | 59,143 | +5.1% | 2.74% | -9.2% |
| Q3 2021 | $3,052,244 | +9.8% | 56,252 | +10.5% | 3.02% | +3.2% |
| Q2 2021 | $2,779,589 | – | 50,908 | – | 2.92% | – |
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% |