SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 330 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,527,351 | +24.7% | 206,398 | +26.7% | 0.02% | +25.0% |
| Q1 2023 | $7,641,455 | +1.8% | 162,896 | -0.9% | 0.01% | -7.7% |
| Q4 2022 | $7,506,562 | +10.9% | 164,437 | +10.1% | 0.01% | +8.3% |
| Q3 2022 | $6,766,000 | +2434.1% | 149,330 | +2576.2% | 0.01% | – |
| Q2 2022 | $267,000 | -49.5% | 5,580 | -46.6% | 0.00% | -100.0% |
| Q1 2022 | $529,000 | -19.4% | 10,454 | -14.1% | 0.00% | 0.0% |
| Q4 2021 | $656,000 | +33.3% | 12,174 | +34.4% | 0.00% | 0.0% |
| Q3 2021 | $492,000 | -10.1% | 9,056 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $547,000 | +13.5% | 10,016 | +12.0% | 0.00% | 0.0% |
| Q1 2021 | $482,000 | +76.6% | 8,940 | +83.1% | 0.00% | 0.0% |
| Q4 2020 | $273,000 | -41.8% | 4,883 | -44.8% | 0.00% | 0.0% |
| Q2 2019 | $469,000 | +6.6% | 8,850 | +2.5% | 0.00% | 0.0% |
| Q1 2018 | $440,000 | – | 8,636 | – | 0.00% | – |
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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% |