SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
Q1 2018 | $423,000 | – | 8,308 | – | 0.00% | – |
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% |