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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $619,473 | -4.5% | 13,591 | -3.6% | 0.02% | -4.3% |
Q1 2024 | $648,842 | +32.2% | 14,105 | +34.0% | 0.02% | +21.1% |
Q4 2023 | $490,919 | +5.5% | 10,530 | +0.1% | 0.02% | -5.0% |
Q3 2023 | $465,442 | -41.4% | 10,523 | -38.9% | 0.02% | -41.2% |
Q2 2023 | $794,534 | -3.6% | 17,213 | -2.1% | 0.03% | -8.1% |
Q1 2023 | $824,555 | +37810.6% | 17,577 | -63.1% | 0.04% | -37.3% |
Q4 2022 | $2,175 | -99.9% | 47,636 | +48.4% | 0.06% | -39.2% |
Q3 2022 | $1,454,000 | -26.2% | 32,093 | -22.0% | 0.10% | -33.1% |
Q2 2022 | $1,970,000 | +20.4% | 41,153 | +27.2% | 0.14% | +62.9% |
Q1 2022 | $1,636,000 | -9.9% | 32,360 | -3.9% | 0.09% | -3.3% |
Q4 2021 | $1,815,000 | +0.3% | 33,670 | +1.0% | 0.09% | -8.0% |
Q3 2021 | $1,810,000 | -1.6% | 33,351 | -1.0% | 0.10% | -2.0% |
Q2 2021 | $1,840,000 | +18.9% | 33,691 | +17.4% | 0.10% | +10.9% |
Q1 2021 | $1,548,000 | -26.0% | 28,697 | -23.2% | 0.09% | -28.7% |
Q4 2020 | $2,092,000 | +66.7% | 37,345 | +66.9% | 0.13% | +44.9% |
Q3 2020 | $1,255,000 | -3.3% | 22,370 | -3.1% | 0.09% | -7.3% |
Q2 2020 | $1,298,000 | +4.5% | 23,077 | +0.8% | 0.10% | -20.7% |
Q1 2020 | $1,242,000 | +3.1% | 22,888 | +1.5% | 0.12% | +15.2% |
Q4 2019 | $1,205,000 | -8.6% | 22,554 | -8.0% | 0.10% | -16.7% |
Q3 2019 | $1,319,000 | +0.5% | 24,502 | -1.1% | 0.13% | -0.8% |
Q2 2019 | $1,313,000 | -6.1% | 24,773 | -8.1% | 0.13% | -9.3% |
Q1 2019 | $1,398,000 | -47.0% | 26,948 | -48.3% | 0.14% | -53.6% |
Q4 2018 | $2,639,000 | +995.0% | 52,164 | +985.8% | 0.30% | +1018.5% |
Q3 2018 | $241,000 | +19.9% | 4,804 | +24.7% | 0.03% | -15.6% |
Q2 2017 | $201,000 | -96.4% | 3,852 | -96.5% | 0.03% | -96.9% |
Q4 2016 | $5,640,000 | +423.2% | 109,507 | +423.1% | 1.02% | +261.3% |
Q4 2015 | $1,078,000 | +154.2% | 20,936 | +157.4% | 0.28% | +104.3% |
Q3 2015 | $424,000 | -0.2% | 8,133 | -1.0% | 0.14% | -4.2% |
Q2 2015 | $425,000 | -1.2% | 8,213 | +1.1% | 0.14% | -2.0% |
Q1 2015 | $430,000 | -44.9% | 8,123 | -45.5% | 0.15% | -45.4% |
Q4 2014 | $780,000 | -25.9% | 14,892 | -26.7% | 0.27% | -29.2% |
Q3 2014 | $1,052,000 | -9.2% | 20,320 | -9.0% | 0.38% | -5.5% |
Q2 2014 | $1,158,000 | -0.9% | 22,320 | -2.3% | 0.40% | -5.6% |
Q1 2014 | $1,168,000 | -75.7% | 22,834 | -76.1% | 0.43% | -75.4% |
Q4 2013 | $4,808,000 | +629.6% | 95,613 | +638.0% | 1.73% | +536.0% |
Q3 2013 | $659,000 | -55.7% | 12,956 | -56.0% | 0.27% | -15.3% |
Q2 2013 | $1,488,000 | – | 29,436 | – | 0.32% | – |
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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% |