SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
| Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
| Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
| Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 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% |