SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,465 | -4.2% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,878 | -3.0% | 214 | -1.4% | 0.01% | 0.0% |
| Q1 2023 | $10,179 | +2.8% | 217 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $9,906 | +0.8% | 217 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,832 | -5.4% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,388 | -5.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,974 | -40.3% | 217 | -36.4% | 0.00% | -33.3% |
| Q4 2021 | $18,370 | +34.3% | 341 | +35.3% | 0.01% | +20.0% |
| Q3 2021 | $13,674 | -6.6% | 252 | -6.0% | 0.01% | 0.0% |
| Q2 2021 | $14,633 | +1.2% | 268 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $14,459 | -3.7% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $15,016 | -0.1% | 268 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $15,029 | -0.3% | 268 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $15,072 | +3.6% | 268 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $14,544 | +2.3% | 268 | +0.8% | 0.01% | +28.6% |
| Q4 2019 | $14,212 | -0.8% | 266 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $14,324 | +7.2% | 266 | +5.6% | 0.01% | 0.0% |
| Q2 2019 | $13,356 | +2.2% | 252 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,074 | +3.0% | 252 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $12,698 | -2.4% | 251 | -3.1% | 0.01% | -11.1% |
| Q3 2018 | $13,015 | +2.4% | 259 | +3.2% | 0.01% | 0.0% |
| Q2 2018 | $12,711 | -30.3% | 251 | -29.7% | 0.01% | -30.8% |
| Q1 2018 | $18,239 | +8.7% | 357 | +10.9% | 0.01% | +8.3% |
| Q4 2017 | $16,782 | -11.1% | 322 | -10.6% | 0.01% | -14.3% |
| Q3 2017 | $18,875 | -7.5% | 360 | -7.7% | 0.01% | -12.5% |
| Q2 2017 | $20,403 | +3.3% | 390 | +2.4% | 0.02% | -5.9% |
| Q1 2017 | $19,757 | +0.6% | 381 | 0.0% | 0.02% | -5.6% |
| Q4 2016 | $19,647 | -4.0% | 381 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $20,475 | -0.1% | 381 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $20,494 | +1.7% | 381 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $20,150 | – | 381 | – | 0.02% | – |
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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% |
| Ferris Capital, LLC | 632,316 | $34,524,000 | 13.54% |
| Total Wealth Planning, 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% |