SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,363 | -1.9% | 4,673 | -4.8% | 0.01% | -25.0% |
| Q3 2023 | $217,513 | -14.7% | 4,908 | -12.7% | 0.01% | -38.5% |
| Q3 2022 | $255,000 | -23.4% | 5,620 | -19.0% | 0.01% | -23.5% |
| Q2 2022 | $333,000 | -33.5% | 6,937 | -29.8% | 0.02% | -19.0% |
| Q1 2022 | $501,000 | -19.3% | 9,887 | -14.0% | 0.02% | -22.2% |
| Q4 2021 | $621,000 | -1.9% | 11,501 | -1.2% | 0.03% | -15.6% |
| Q3 2021 | $633,000 | -11.1% | 11,645 | -10.6% | 0.03% | -11.1% |
| Q2 2021 | $712,000 | +8.0% | 13,024 | +6.8% | 0.04% | -7.7% |
| Q1 2021 | $659,000 | -9.2% | 12,197 | -5.8% | 0.04% | -22.0% |
| Q4 2020 | $726,000 | +1478.3% | 12,950 | +1465.9% | 0.05% | +177.8% |
| Q3 2020 | $46,000 | -93.6% | 827 | -93.6% | 0.02% | -71.9% |
| Q2 2020 | $722,000 | -4.5% | 12,844 | -7.8% | 0.06% | -20.0% |
| Q1 2020 | $756,000 | +2.3% | 13,933 | +0.7% | 0.08% | +40.4% |
| Q4 2019 | $739,000 | +18.1% | 13,838 | +18.9% | 0.06% | -10.9% |
| Q3 2019 | $626,000 | – | 11,634 | – | 0.06% | – |
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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% |