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 | ||||
---|---|---|---|---|---|---|
Q3 2019 | $84,000 | -86.3% | 1,586 | -86.6% | 0.00% | -85.7% |
Q1 2019 | $614,000 | -54.7% | 11,797 | -55.7% | 0.02% | -61.1% |
Q4 2018 | $1,355,000 | -91.9% | 26,657 | -92.0% | 0.05% | -90.6% |
Q3 2018 | $16,734,000 | -0.6% | 331,949 | +0.1% | 0.57% | -9.8% |
Q2 2018 | $16,837,000 | -2.7% | 331,611 | -2.0% | 0.64% | -4.8% |
Q1 2018 | $17,302,000 | +8178.5% | 338,315 | +8360.0% | 0.67% | +8237.5% |
Q4 2017 | $209,000 | -4.6% | 3,999 | -3.1% | 0.01% | -11.1% |
Q3 2017 | $219,000 | -30.7% | 4,126 | -31.5% | 0.01% | -35.7% |
Q2 2017 | $316,000 | -70.6% | 6,021 | -69.9% | 0.01% | -76.7% |
Q2 2016 | $1,074,000 | -44.0% | 19,993 | -45.0% | 0.06% | -43.9% |
Q1 2016 | $1,917,000 | +77.0% | 36,326 | +73.0% | 0.11% | +91.1% |
Q4 2015 | $1,083,000 | – | 21,003 | – | 0.06% | – |
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% |