SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $376,582 | -2.9% | 8,262 | -2.0% | 0.14% | +0.7% |
Q1 2024 | $387,642 | -1.3% | 8,427 | 0.0% | 0.13% | -10.1% |
Q4 2023 | $392,867 | +5.4% | 8,427 | 0.0% | 0.15% | -2.6% |
Q3 2023 | $372,726 | -89.0% | 8,427 | -88.5% | 0.15% | -89.2% |
Q2 2023 | $3,390,975 | -1.6% | 73,461 | +0.0% | 1.41% | -3.2% |
Q1 2023 | $3,446,024 | +11.2% | 73,460 | +8.2% | 1.46% | +2.2% |
Q4 2022 | $3,098,737 | +6.4% | 67,880 | +5.7% | 1.43% | -2.7% |
Q3 2022 | $2,911,000 | -4.9% | 64,247 | +0.5% | 1.47% | +1.0% |
Q2 2022 | $3,060,000 | -5.0% | 63,933 | +0.3% | 1.45% | +13.6% |
Q1 2022 | $3,222,000 | -8.3% | 63,714 | -2.3% | 1.28% | -3.8% |
Q4 2021 | $3,515,000 | -3.9% | 65,220 | -3.2% | 1.33% | -9.5% |
Q3 2021 | $3,657,000 | +8.8% | 67,400 | +9.5% | 1.47% | +7.0% |
Q2 2021 | $3,360,000 | -6.8% | 61,540 | -8.0% | 1.37% | -12.4% |
Q1 2021 | $3,607,000 | -2.8% | 66,857 | +0.9% | 1.57% | -8.1% |
Q4 2020 | $3,712,000 | +49.3% | 66,253 | +49.8% | 1.71% | +27.6% |
Q3 2020 | $2,487,000 | +0.0% | 44,219 | 0.0% | 1.34% | +0.1% |
Q2 2020 | $2,486,000 | +10.5% | 44,219 | +6.7% | 1.34% | -3.4% |
Q1 2020 | $2,249,000 | +11.3% | 41,442 | +9.5% | 1.38% | +33.1% |
Q4 2019 | $2,021,000 | -1.0% | 37,833 | -0.2% | 1.04% | -7.7% |
Q3 2019 | $2,042,000 | -15.0% | 37,917 | -16.3% | 1.13% | -14.7% |
Q2 2019 | $2,402,000 | -72.2% | 45,322 | -72.8% | 1.32% | -73.0% |
Q1 2019 | $8,646,000 | +3.1% | 166,669 | +0.5% | 4.89% | -1.7% |
Q4 2018 | $8,388,000 | +5.1% | 165,807 | +4.4% | 4.97% | +8.2% |
Q3 2018 | $7,979,000 | +7.9% | 158,783 | +8.7% | 4.59% | +4.7% |
Q2 2018 | $7,396,000 | +2.8% | 146,062 | +3.6% | 4.39% | +0.6% |
Q1 2018 | $7,193,000 | +4.2% | 140,990 | +6.3% | 4.36% | +4.2% |
Q4 2017 | $6,904,000 | +3.8% | 132,681 | +4.4% | 4.19% | +0.6% |
Q3 2017 | $6,654,000 | +2.1% | 127,073 | +1.9% | 4.16% | -3.0% |
Q2 2017 | $6,516,000 | +5.5% | 124,711 | +4.6% | 4.29% | +0.6% |
Q1 2017 | $6,175,000 | +26.7% | 119,229 | +26.0% | 4.26% | +25.5% |
Q4 2016 | $4,872,000 | +0.8% | 94,603 | +5.1% | 3.40% | +1.7% |
Q3 2016 | $4,831,000 | +4.4% | 90,009 | +4.5% | 3.34% | +1.0% |
Q2 2016 | $4,627,000 | -2.2% | 86,125 | -3.9% | 3.31% | -0.2% |
Q1 2016 | $4,732,000 | +7.1% | 89,579 | +4.4% | 3.31% | +8.4% |
Q4 2015 | $4,420,000 | +6.1% | 85,827 | +7.4% | 3.05% | -1.6% |
Q3 2015 | $4,167,000 | +0.5% | 79,916 | -0.3% | 3.10% | +0.6% |
Q2 2015 | $4,146,000 | +0.4% | 80,151 | +2.7% | 3.08% | -0.2% |
Q1 2015 | $4,131,000 | -1.5% | 78,078 | -2.5% | 3.09% | -10.8% |
Q4 2014 | $4,193,000 | +4.5% | 80,088 | +3.3% | 3.47% | +11.0% |
Q3 2014 | $4,013,000 | +4.2% | 77,519 | +4.5% | 3.12% | +10.7% |
Q2 2014 | $3,851,000 | +13.4% | 74,192 | +11.7% | 2.82% | +5.7% |
Q1 2014 | $3,396,000 | +39.1% | 66,403 | +36.7% | 2.67% | +29.1% |
Q4 2013 | $2,442,000 | +16.8% | 48,563 | +18.1% | 2.07% | +20.6% |
Q3 2013 | $2,090,000 | +195.2% | 41,121 | +193.4% | 1.72% | +167.1% |
Q2 2013 | $708,000 | – | 14,013 | – | 0.64% | – |
Download |
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% |