SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,230,627 | +285.7% | 47,847 | +288.1% | 0.66% | +268.0% |
| Q1 2023 | $578,306 | +10168.2% | 12,328 | -90.0% | 0.18% | -90.2% |
| Q4 2022 | $5,632 | -99.9% | 123,368 | +55.1% | 1.81% | +68.7% |
| Q4 2021 | $4,288,000 | +1383.7% | 79,563 | +1393.0% | 1.07% | +1329.3% |
| Q3 2021 | $289,000 | -92.1% | 5,329 | -92.7% | 0.08% | -94.2% |
| Q4 2018 | $3,675,000 | -61.4% | 72,649 | -60.3% | 1.30% | -58.6% |
| Q4 2017 | $9,523,000 | +408.2% | 183,000 | +403.0% | 3.14% | +334.4% |
| Q4 2016 | $1,874,000 | +23.5% | 36,381 | +23.5% | 0.72% | -0.8% |
| Q4 2015 | $1,517,000 | – | 29,458 | – | 0.73% | – |
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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% |