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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,246 | -4.2% | 13,051 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $602,435 | -1.6% | 13,051 | 0.0% | 0.06% | -7.2% |
| Q1 2023 | $612,223 | -9.6% | 13,051 | -12.1% | 0.07% | -16.9% |
| Q4 2022 | $677,537 | -4.7% | 14,842 | -5.4% | 0.08% | -14.4% |
| Q3 2022 | $711,000 | +201.3% | 15,686 | +217.8% | 0.10% | +212.9% |
| Q2 2022 | $236,000 | -93.1% | 4,936 | -92.2% | 0.03% | -91.5% |
| Q4 2021 | $3,428,000 | +292.7% | 63,599 | +295.2% | 0.36% | +241.1% |
| Q3 2021 | $873,000 | -0.7% | 16,093 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $879,000 | -8.4% | 16,093 | -9.5% | 0.11% | -14.3% |
| Q1 2021 | $960,000 | +2.9% | 17,791 | +6.9% | 0.13% | -1.6% |
| Q4 2020 | $933,000 | 0.0% | 16,645 | +0.0% | 0.13% | -16.3% |
| Q3 2020 | $933,000 | -0.3% | 16,641 | 0.0% | 0.15% | -9.5% |
| Q2 2020 | $936,000 | -7.3% | 16,641 | -10.6% | 0.17% | -11.1% |
| Q1 2020 | $1,010,000 | +2.7% | 18,616 | +1.1% | 0.19% | +40.7% |
| Q4 2019 | $983,000 | +0.7% | 18,407 | +1.6% | 0.14% | -6.9% |
| Q3 2019 | $976,000 | +1.9% | 18,124 | +0.2% | 0.14% | +2.1% |
| Q2 2019 | $958,000 | -0.8% | 18,084 | -2.9% | 0.14% | -5.3% |
| Q1 2019 | $966,000 | -32.0% | 18,616 | -33.7% | 0.15% | -36.7% |
| Q4 2018 | $1,421,000 | +21.9% | 28,097 | +25.4% | 0.24% | +4.9% |
| Q4 2017 | $1,166,000 | – | 22,408 | – | 0.23% | – |
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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% |