SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $572,939 | -36.5% | 12,570 | -35.9% | 0.14% | -38.7% |
Q1 2024 | $902,288 | -12.9% | 19,615 | -11.7% | 0.22% | -18.4% |
Q4 2023 | $1,035,568 | -10.8% | 22,213 | -15.4% | 0.27% | -20.7% |
Q3 2023 | $1,161,345 | -0.1% | 26,257 | +4.3% | 0.34% | -1.4% |
Q2 2023 | $1,162,058 | -2.0% | 25,175 | -0.4% | 0.35% | -10.8% |
Q1 2023 | $1,185,838 | +44.6% | 25,279 | +40.7% | 0.39% | +37.3% |
Q4 2022 | $820,102 | +11.6% | 17,965 | +10.8% | 0.28% | +3.3% |
Q3 2022 | $735,000 | +30.8% | 16,217 | +38.3% | 0.28% | +37.5% |
Q2 2022 | $562,000 | +122.1% | 11,730 | +134.5% | 0.20% | +170.3% |
Q1 2022 | $253,000 | -19.7% | 5,002 | -14.4% | 0.07% | -12.9% |
Q4 2021 | $315,000 | -57.5% | 5,842 | -57.2% | 0.08% | -61.0% |
Q3 2021 | $741,000 | -2.2% | 13,658 | -1.7% | 0.22% | -5.2% |
Q2 2021 | $758,000 | +1.2% | 13,888 | -0.0% | 0.23% | -11.2% |
Q1 2021 | $749,000 | -5.8% | 13,891 | -2.1% | 0.26% | -10.1% |
Q4 2020 | $795,000 | -3.5% | 14,192 | -3.1% | 0.29% | -19.3% |
Q2 2020 | $824,000 | +4.3% | 14,649 | +0.7% | 0.36% | -13.3% |
Q1 2020 | $790,000 | +0.1% | 14,549 | -1.5% | 0.41% | +26.8% |
Q4 2019 | $789,000 | -0.3% | 14,774 | +0.5% | 0.32% | -6.9% |
Q3 2019 | $791,000 | +3.8% | 14,697 | +2.2% | 0.35% | +2.0% |
Q2 2019 | $762,000 | +160.1% | 14,376 | +154.2% | 0.34% | +131.1% |
Q1 2019 | $293,000 | +1.4% | 5,655 | -1.1% | 0.15% | -16.9% |
Q4 2018 | $289,000 | -4.0% | 5,716 | -4.5% | 0.18% | +13.4% |
Q3 2018 | $301,000 | -0.3% | 5,983 | +0.3% | 0.16% | -11.3% |
Q2 2018 | $302,000 | +5.2% | 5,963 | +5.9% | 0.18% | +1.7% |
Q1 2018 | $287,000 | +47.2% | 5,631 | +49.8% | 0.17% | +68.9% |
Q4 2017 | $195,000 | -52.1% | 3,759 | -51.8% | 0.10% | -53.8% |
Q3 2017 | $407,000 | +151.2% | 7,792 | +150.0% | 0.22% | +127.6% |
Q2 2017 | $162,000 | – | 3,117 | – | 0.10% | – |
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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% |