SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,276,000 | -5.1% | 23,649 | -1.5% | 0.03% | -12.9% |
| Q4 2020 | $1,345,000 | -52.6% | 24,005 | -52.5% | 0.03% | -57.5% |
| Q3 2020 | $2,836,000 | +2.5% | 50,563 | +2.8% | 0.07% | -8.8% |
| Q2 2020 | $2,767,000 | +22.7% | 49,194 | +18.4% | 0.08% | -1.2% |
| Q1 2020 | $2,255,000 | -10.3% | 41,558 | -11.7% | 0.08% | +11.0% |
| Q4 2019 | $2,514,000 | – | 47,053 | – | 0.07% | – |
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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% |