SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 131 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $271,657 | -58.5% | 5,960 | -58.8% | 0.00% | -85.0% |
| Q3 2022 | $655,000 | +209.0% | 14,452 | +226.7% | 0.02% | +150.0% |
| Q2 2022 | $212,000 | -22.1% | 4,423 | -11.8% | 0.01% | 0.0% |
| Q3 2021 | $272,000 | -16.6% | 5,015 | -13.8% | 0.01% | 0.0% |
| Q4 2020 | $326,000 | -18.3% | 5,819 | -18.1% | 0.01% | 0.0% |
| Q3 2020 | $399,000 | -4.8% | 7,108 | -8.0% | 0.01% | -11.1% |
| Q1 2020 | $419,000 | +25.4% | 7,722 | +20.6% | 0.01% | -98.3% |
| Q3 2015 | $334,000 | – | 6,404 | – | 0.52% | – |
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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% |