SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 68 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -90.0% | 13 | -93.1% | 0.00% | -100.0% |
| Q1 2019 | $10,000 | -90.0% | 188 | -90.5% | 0.00% | -93.3% |
| Q4 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q2 2018 | $100,000 | -1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $101,000 | -1.9% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $103,000 | -1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q3 2017 | $104,000 | 0.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $104,000 | +1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $103,000 | +1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $102,000 | -3.8% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $106,000 | 0.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $106,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $105,000 | +2.9% | 1,982 | 0.0% | 0.01% | -7.7% |
| Q4 2015 | $102,000 | +14.6% | 1,982 | +15.8% | 0.01% | +18.2% |
| Q3 2015 | $89,000 | 0.0% | 1,711 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $89,000 | -2.2% | 1,711 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $91,000 | +1.1% | 1,711 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $90,000 | -21.7% | 1,711 | -22.9% | 0.01% | -29.4% |
| Q3 2014 | $115,000 | 0.0% | 2,219 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $115,000 | +1.8% | 2,219 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $113,000 | – | 2,219 | – | 0.02% | – |
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% |