SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,883,000 | +8.3% | 36,297 | +5.6% | 0.68% | -6.7% |
| Q4 2018 | $1,739,000 | +6.9% | 34,384 | +6.3% | 0.73% | +24.3% |
| Q3 2018 | $1,626,000 | -0.4% | 32,361 | +0.4% | 0.58% | -8.3% |
| Q2 2018 | $1,632,000 | +2.4% | 32,221 | +3.1% | 0.64% | -4.3% |
| Q1 2018 | $1,594,000 | +7.3% | 31,242 | +9.5% | 0.67% | +50.9% |
| Q4 2017 | $1,485,000 | +1.7% | 28,541 | +2.4% | 0.44% | -5.6% |
| Q3 2017 | $1,460,000 | +1.5% | 27,878 | +1.2% | 0.47% | -1.3% |
| Q2 2017 | $1,439,000 | +11.4% | 27,539 | +10.4% | 0.47% | +7.2% |
| Q1 2017 | $1,292,000 | +27.5% | 24,939 | +26.7% | 0.44% | +16.6% |
| Q4 2016 | $1,013,000 | +5.7% | 19,676 | +10.3% | 0.38% | +4.1% |
| Q3 2016 | $958,000 | +6.1% | 17,845 | +6.2% | 0.36% | +4.3% |
| Q2 2016 | $903,000 | +37.4% | 16,804 | +35.0% | 0.35% | +20.8% |
| Q1 2016 | $657,000 | – | 12,443 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZynergyRetirementPlanningLLC | 543,450 | $24,770,451 | 18.96% |
| Rockbridge Investment Management, LCC | 2,585,131 | $117,830,278 | 16.70% |
| THEORY FINANCIAL LLC | 589,729 | $26,879,848 | 12.70% |
| KilterHowling LLC | 379,782 | $17,310,479 | 11.79% |
| Tenret Co LLC | 351,642 | $16,027,842 | 11.10% |
| Total Wealth Planning, LLC | 1,432,849 | $66,197,605 | 10.86% |
| TSA Wealth Managment LLC | 516,104 | $23,524,020 | 10.02% |
| FINANCIAL LIFE ADVISORS | 533,395 | $24,312,144 | 9.87% |
| TruNorth Capital Management, LLC | 623,215 | $28,406,148 | 9.22% |
| Clearview Wealth Advisors LLC | 207,099 | $9,439,554 | 8.24% |