SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $215,000 | -64.1% | 4,245 | -64.4% | 0.01% | -54.5% |
| Q3 2018 | $599,000 | -60.9% | 11,929 | -60.6% | 0.02% | -62.7% |
| Q2 2018 | $1,532,000 | -0.8% | 30,257 | -0.0% | 0.06% | -1.7% |
| Q1 2018 | $1,544,000 | -72.1% | 30,268 | -71.5% | 0.06% | -72.1% |
| Q4 2017 | $5,532,000 | +152.8% | 106,300 | +154.4% | 0.22% | +136.3% |
| Q3 2017 | $2,188,000 | -83.8% | 41,791 | -83.8% | 0.09% | -85.4% |
| Q2 2017 | $13,479,000 | -12.0% | 257,963 | -12.8% | 0.62% | -13.0% |
| Q1 2017 | $15,325,000 | -13.7% | 295,903 | -14.0% | 0.72% | -27.8% |
| Q4 2016 | $17,761,000 | -13.5% | 344,206 | -10.1% | 0.99% | -49.8% |
| Q3 2016 | $20,538,000 | – | 382,670 | – | 1.98% | – |
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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% |