SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,229,000 | -13.8% | 96,921 | -10.5% | 0.87% | -19.0% |
| Q4 2020 | $6,065,000 | -11.1% | 108,252 | -11.1% | 1.08% | -16.1% |
| Q3 2020 | $6,825,000 | -48.0% | 121,700 | -47.9% | 1.28% | -51.8% |
| Q2 2020 | $13,129,000 | -8.4% | 233,454 | -11.6% | 2.66% | -20.0% |
| Q1 2020 | $14,326,000 | -0.2% | 263,978 | -1.7% | 3.33% | +33.0% |
| Q4 2019 | $14,348,000 | -3.1% | 268,534 | -2.3% | 2.50% | -7.6% |
| Q3 2019 | $14,801,000 | +2.7% | 274,850 | +1.1% | 2.71% | +2.8% |
| Q2 2019 | $14,411,000 | -1.0% | 271,914 | -3.1% | 2.63% | -1.1% |
| Q1 2019 | $14,558,000 | +6.5% | 280,606 | +3.8% | 2.66% | -6.7% |
| Q4 2018 | $13,670,000 | +8.7% | 270,221 | +8.0% | 2.86% | +32.9% |
| Q3 2018 | $12,578,000 | -0.6% | 250,313 | +0.2% | 2.15% | -4.4% |
| Q2 2018 | $12,649,000 | +1.5% | 249,780 | +2.3% | 2.25% | -0.7% |
| Q1 2018 | $12,459,000 | +9.9% | 244,192 | +12.1% | 2.26% | +11.9% |
| Q4 2017 | $11,339,000 | +0.3% | 217,887 | +0.9% | 2.02% | -3.7% |
| Q3 2017 | $11,301,000 | +1.9% | 215,839 | +1.7% | 2.10% | -0.8% |
| Q2 2017 | $11,091,000 | +1.5% | 212,273 | +0.6% | 2.12% | 0.0% |
| Q1 2017 | $10,923,000 | +5.8% | 210,903 | +5.2% | 2.12% | -0.7% |
| Q4 2016 | $10,329,000 | -0.9% | 200,563 | +3.3% | 2.13% | -4.5% |
| Q3 2016 | $10,423,000 | +2.8% | 194,210 | +2.9% | 2.23% | +1.1% |
| Q2 2016 | $10,141,000 | +1.0% | 188,784 | -0.7% | 2.21% | -0.5% |
| Q1 2016 | $10,042,000 | +10.2% | 190,116 | +7.4% | 2.22% | +4.7% |
| Q4 2015 | $9,114,000 | +4.7% | 176,966 | +6.0% | 2.12% | -0.9% |
| Q3 2015 | $8,706,000 | +66.2% | 166,964 | +64.9% | 2.14% | +93.7% |
| Q2 2015 | $5,237,000 | +1.3% | 101,242 | +3.7% | 1.10% | -5.8% |
| Q1 2015 | $5,168,000 | +6.9% | 97,667 | +5.8% | 1.17% | +12.9% |
| Q4 2014 | $4,835,000 | +20.7% | 92,345 | +19.4% | 1.04% | +5.4% |
| Q3 2014 | $4,005,000 | +18.5% | 77,368 | +18.8% | 0.98% | +17.8% |
| Q2 2014 | $3,381,000 | +539.1% | 65,141 | +530.2% | 0.84% | +439.4% |
| Q1 2014 | $529,000 | – | 10,336 | – | 0.16% | – |
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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% |
| 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% |