SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 332 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,806,000 | -4.0% | 52,517 | -3.2% | 0.32% | -13.7% |
| Q3 2019 | $2,922,000 | +2.7% | 54,254 | +1.0% | 0.37% | -0.8% |
| Q2 2019 | $2,846,000 | +5.2% | 53,707 | +3.0% | 0.38% | +0.5% |
| Q1 2019 | $2,706,000 | +7.4% | 52,152 | +4.7% | 0.37% | -5.1% |
| Q4 2018 | $2,520,000 | -0.2% | 49,803 | -0.9% | 0.39% | +4.8% |
| Q3 2018 | $2,526,000 | +1.7% | 50,278 | +2.5% | 0.38% | -1.8% |
| Q2 2018 | $2,483,000 | -10.6% | 49,038 | -8.1% | 0.38% | -12.8% |
| Q4 2017 | $2,776,000 | -28.1% | 53,337 | -27.7% | 0.44% | -31.2% |
| Q3 2017 | $3,863,000 | +0.1% | 73,770 | -0.1% | 0.64% | -5.5% |
| Q2 2017 | $3,859,000 | -4.0% | 73,865 | -4.8% | 0.68% | -7.7% |
| Q1 2017 | $4,020,000 | +16.9% | 77,615 | +16.2% | 0.73% | +10.8% |
| Q4 2016 | $3,440,000 | +104.0% | 66,789 | +112.7% | 0.66% | +97.0% |
| Q3 2016 | $1,686,000 | – | 31,405 | – | 0.34% | – |
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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% |