SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 538 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $66,369 | +1.0% | 1,456 | +0.2% | 0.00% | -66.7% |
| Q1 2024 | $65,712 | -2.4% | 1,453 | +0.6% | 0.00% | -25.0% |
| Q4 2023 | $67,356 | -50.7% | 1,445 | -53.2% | 0.00% | 0.0% |
| Q3 2023 | $136,576 | +65.7% | 3,088 | +73.0% | 0.00% | -20.0% |
| Q2 2023 | $82,403 | -1.3% | 1,785 | +0.3% | 0.01% | -16.7% |
| Q1 2023 | $83,455 | +3.0% | 1,779 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $81,031 | -7.9% | 1,775 | -8.7% | 0.01% | -25.0% |
| Q3 2022 | $88,000 | +31.3% | 1,944 | +39.3% | 0.01% | +60.0% |
| Q2 2022 | $67,000 | -11.8% | 1,396 | -7.5% | 0.01% | 0.0% |
| Q1 2022 | $76,000 | +1.3% | 1,510 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | -6.2% | 1,396 | -5.3% | 0.01% | -16.7% |
| Q3 2021 | $80,000 | +300.0% | 1,474 | +309.4% | 0.01% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +100.0% | 360 | +94.6% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | -9.1% | 185 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -38.9% | 194 | -40.5% | 0.00% | -66.7% |
| Q1 2020 | $18,000 | – | 326 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,204,871 | $65,376,000 | 21.30% |
| Advisory Services & Investments, LLC | 474,272 | $25,734,000 | 16.89% |
| Total Wealth Planning, LLC | 668,671 | $36,282,000 | 13.17% |
| Tenret Co LLC | 251,289 | $13,635,000 | 12.83% |
| Northeast Financial Group, Inc. | 336,321 | $18,248,773 | 11.76% |
| JBJ Investment Partners, LLC | 1,040,229 | $56,443,000 | 11.72% |
| Rockbridge Investment Management, LCC | 1,269,131 | $68,863,000 | 11.38% |
| Alliance Wealth Management Group | 613,326 | $33,279,000 | 10.81% |
| RATIONAL ADVISORS LLC | 2,277,948 | $123,601,000 | 9.66% |
| BlueSky Wealth Advisors, LLC | 897,598 | $48,704,000 | 9.54% |