SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $45,000 | -4.3% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -6.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -5.7% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,000 | -1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | -3.6% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | 0.0% | 984 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $55,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $55,000 | +3.8% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | +1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $51,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $50,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $49,000 | -2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $50,000 | -2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $51,000 | -1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $52,000 | – | 984 | – | 0.00% | – |
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% |