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 2024 | $1,734 | +1551.4% | 38,048 | +1566.6% | 0.01% | +700.0% |
| Q1 2024 | $105 | -74.5% | 2,283 | -74.2% | 0.00% | -50.0% |
| Q4 2023 | $412 | +4.6% | 8,835 | -0.9% | 0.00% | 0.0% |
| Q3 2023 | $394 | +57.0% | 8,915 | +64.0% | 0.00% | 0.0% |
| Q2 2023 | $251 | +765.5% | 5,437 | +769.9% | 0.00% | – |
| Q1 2023 | $29 | -59.2% | 625 | -59.8% | 0.00% | -100.0% |
| Q4 2022 | $71 | -99.9% | 1,554 | -47.8% | 0.00% | 0.0% |
| Q3 2022 | $135,000 | +10.7% | 2,975 | +16.9% | 0.00% | 0.0% |
| Q2 2022 | $122,000 | +134.6% | 2,545 | +149.8% | 0.00% | – |
| Q1 2022 | $52,000 | -48.0% | 1,019 | -44.9% | 0.00% | -100.0% |
| Q4 2021 | $100,000 | -6.5% | 1,849 | -5.2% | 0.00% | 0.0% |
| Q2 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $107,000 | +463.2% | 1,951 | +406.8% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | -5.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 385 | – | 0.00% | – |
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% |