SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 332 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $627,000 | -20.3% | 13,104 | -15.8% | 0.32% | -8.4% |
| Q1 2022 | $787,000 | -36.2% | 15,555 | -32.0% | 0.34% | -30.7% |
| Q4 2021 | $1,234,000 | -23.6% | 22,885 | -23.2% | 0.50% | -26.4% |
| Q3 2021 | $1,616,000 | -6.1% | 29,785 | -5.5% | 0.68% | -0.6% |
| Q2 2021 | $1,721,000 | -3.4% | 31,519 | -4.5% | 0.68% | -8.8% |
| Q1 2021 | $1,781,000 | -6.0% | 33,009 | -2.3% | 0.75% | -10.6% |
| Q4 2020 | $1,894,000 | -5.5% | 33,803 | -5.4% | 0.84% | -17.5% |
| Q3 2020 | $2,005,000 | -12.6% | 35,744 | -12.4% | 1.01% | -17.0% |
| Q2 2020 | $2,294,000 | +0.5% | 40,791 | -3.0% | 1.22% | -9.7% |
| Q1 2020 | $2,282,000 | +1.2% | 42,057 | -0.4% | 1.35% | +40.0% |
| Q4 2019 | $2,256,000 | +0.9% | 42,217 | +1.7% | 0.97% | -7.0% |
| Q3 2019 | $2,236,000 | -0.7% | 41,523 | -2.3% | 1.04% | -9.5% |
| Q2 2019 | $2,252,000 | -4.0% | 42,497 | -6.0% | 1.15% | -7.2% |
| Q1 2019 | $2,346,000 | +2.9% | 45,211 | +0.3% | 1.24% | -8.1% |
| Q4 2018 | $2,280,000 | -15.2% | 45,066 | -15.8% | 1.35% | -3.5% |
| Q3 2018 | $2,688,000 | -20.3% | 53,494 | -19.6% | 1.40% | -21.8% |
| Q2 2018 | $3,371,000 | -23.5% | 66,566 | -23.0% | 1.78% | +30.2% |
| Q1 2018 | $4,408,000 | +69.0% | 86,398 | +72.3% | 1.37% | -12.4% |
| Q4 2017 | $2,609,000 | -1.0% | 50,131 | -0.4% | 1.56% | -4.9% |
| Q3 2017 | $2,635,000 | -4.5% | 50,317 | -4.7% | 1.64% | -8.1% |
| Q2 2017 | $2,758,000 | -9.3% | 52,788 | -10.1% | 1.79% | -8.5% |
| Q1 2017 | $3,042,000 | -2.6% | 58,738 | -3.1% | 1.95% | -5.7% |
| Q4 2016 | $3,122,000 | -0.6% | 60,625 | +3.6% | 2.07% | -6.4% |
| Q3 2016 | $3,140,000 | +12.1% | 58,504 | +12.2% | 2.22% | +6.9% |
| Q2 2016 | $2,801,000 | +1.5% | 52,132 | -0.2% | 2.07% | -3.3% |
| Q1 2016 | $2,760,000 | +4.9% | 52,262 | +2.4% | 2.14% | +3.3% |
| Q4 2015 | $2,630,000 | +23.2% | 51,062 | +24.7% | 2.07% | +11.2% |
| Q3 2015 | $2,135,000 | -0.7% | 40,942 | -1.5% | 1.86% | +4.7% |
| Q2 2015 | $2,150,000 | +10.8% | 41,554 | +13.3% | 1.78% | +15.4% |
| Q1 2015 | $1,940,000 | +368.6% | 36,669 | +363.8% | 1.54% | +357.9% |
| Q4 2014 | $414,000 | +27.4% | 7,906 | +26.1% | 0.34% | +21.7% |
| Q3 2014 | $325,000 | – | 6,270 | – | 0.28% | – |
Download | ||||||
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% |