SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $8,571,180 | +47.9% | 186,330 | +42.2% | 0.14% | +11.6% |
Q3 2023 | $5,793,909 | +117.4% | 130,995 | +130.6% | 0.13% | +143.4% |
Q1 2023 | $2,665,238 | -27.8% | 56,816 | -29.7% | 0.05% | -49.5% |
Q4 2022 | $3,690,300 | +19.2% | 80,839 | +18.3% | 0.10% | +8.2% |
Q3 2022 | $3,097,000 | -75.5% | 68,356 | -74.2% | 0.10% | -72.7% |
Q2 2022 | $12,664,000 | +14.7% | 264,543 | +30.0% | 0.36% | -20.4% |
Q3 2021 | $11,038,000 | +1614.0% | 203,420 | +1623.5% | 0.45% | +1927.3% |
Q2 2021 | $644,000 | -78.2% | 11,803 | -77.5% | 0.02% | -89.6% |
Q2 2020 | $2,948,000 | -40.8% | 52,411 | -42.9% | 0.21% | -49.9% |
Q1 2020 | $4,983,000 | +741.7% | 91,827 | +728.6% | 0.42% | +819.6% |
Q4 2019 | $592,000 | -78.1% | 11,082 | -78.3% | 0.05% | -86.5% |
Q2 2019 | $2,707,000 | +258.5% | 51,077 | +250.9% | 0.34% | +169.8% |
Q1 2019 | $755,000 | -91.8% | 14,556 | -92.0% | 0.13% | -86.5% |
Q4 2018 | $9,165,000 | +2119.1% | 181,160 | +2105.2% | 0.94% | +1218.3% |
Q3 2018 | $413,000 | -17.2% | 8,215 | -16.0% | 0.07% | +7.6% |
Q1 2018 | $499,000 | -96.4% | 9,780 | -96.4% | 0.07% | -92.7% |
Q4 2017 | $14,050,000 | +232.2% | 269,981 | +234.1% | 0.90% | +406.2% |
Q3 2017 | $4,230,000 | +92.6% | 80,804 | +92.2% | 0.18% | +36.9% |
Q2 2017 | $2,196,000 | – | 42,031 | – | 0.13% | – |
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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% |