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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $622 | -4.5% | 13,656 | -3.5% | 0.45% | -0.4% |
| Q1 2024 | $651 | +0.5% | 14,157 | +1.8% | 0.45% | -5.8% |
| Q4 2023 | $648 | -10.5% | 13,910 | -15.1% | 0.48% | -16.5% |
| Q3 2023 | $724 | -24.4% | 16,377 | -21.1% | 0.58% | -20.5% |
| Q2 2023 | $958 | -15.4% | 20,746 | -14.1% | 0.72% | -17.2% |
| Q1 2023 | $1,132 | +1.5% | 24,139 | -1.2% | 0.87% | -4.2% |
| Q4 2022 | $1,115 | -99.9% | 24,428 | -0.5% | 0.91% | -3.0% |
| Q3 2022 | $1,112,000 | -13.8% | 24,546 | -8.9% | 0.94% | -5.5% |
| Q2 2022 | $1,290,000 | -8.7% | 26,943 | -3.6% | 0.99% | +14.9% |
| Q1 2022 | $1,413,000 | -10.2% | 27,939 | -4.3% | 0.86% | -5.3% |
| Q4 2021 | $1,574,000 | +5.4% | 29,207 | +6.1% | 0.91% | -5.4% |
| Q3 2021 | $1,494,000 | -3.7% | 27,537 | -3.1% | 0.96% | -6.6% |
| Q2 2021 | $1,551,000 | -99.9% | 28,409 | -6.7% | 1.03% | -10.7% |
| Q1 2021 | $1,641,998,000 | +124293.8% | 30,436 | +29.2% | 1.16% | +14.2% |
| Q4 2020 | $1,320,000 | +38.8% | 23,566 | +39.0% | 1.01% | +27.9% |
| Q3 2020 | $951,000 | -6.8% | 16,955 | -6.5% | 0.79% | -17.0% |
| Q2 2020 | $1,020,000 | -7.6% | 18,132 | -10.9% | 0.95% | -23.6% |
| Q1 2020 | $1,104,000 | -3.2% | 20,348 | -4.6% | 1.25% | +26.2% |
| Q4 2019 | $1,140,000 | +120.9% | 21,338 | +122.5% | 0.99% | +100.8% |
| Q3 2019 | $516,000 | -2.1% | 9,590 | -3.5% | 0.49% | +1.9% |
| Q2 2019 | $527,000 | +2.5% | 9,940 | +0.4% | 0.48% | +1.0% |
| Q1 2019 | $514,000 | +14.7% | 9,902 | +11.9% | 0.48% | 0.0% |
| Q4 2018 | $448,000 | +17.6% | 8,851 | +16.6% | 0.48% | +48.8% |
| Q3 2018 | $381,000 | -0.3% | 7,588 | +0.6% | 0.32% | -6.7% |
| Q2 2018 | $382,000 | -0.5% | 7,539 | +0.2% | 0.34% | -0.3% |
| Q1 2018 | $384,000 | +1.1% | 7,522 | +2.9% | 0.35% | +1.8% |
| Q4 2017 | $380,000 | +10.1% | 7,310 | +10.9% | 0.34% | +3.3% |
| Q3 2017 | $345,000 | +11.7% | 6,593 | +11.4% | 0.33% | +10.4% |
| Q2 2017 | $309,000 | +10.0% | 5,918 | +8.9% | 0.30% | +12.9% |
| Q1 2017 | $281,000 | +25.4% | 5,432 | +24.7% | 0.26% | +18.9% |
| Q4 2016 | $224,000 | – | 4,356 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |