SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $295,000 | -1.0% | 5,450 | 0.0% | 0.04% | -6.4% |
Q2 2021 | $298,000 | 0.0% | 5,450 | 0.0% | 0.05% | -2.1% |
Q1 2021 | $298,000 | -1.3% | 5,450 | 0.0% | 0.05% | -15.8% |
Q4 2020 | $302,000 | -0.7% | 5,450 | 0.0% | 0.06% | -14.9% |
Q3 2020 | $304,000 | -1.0% | 5,450 | 0.0% | 0.07% | -8.2% |
Q2 2020 | $307,000 | +3.7% | 5,450 | 0.0% | 0.07% | -12.0% |
Q1 2020 | $296,000 | +1.7% | 5,450 | 0.0% | 0.08% | +48.2% |
Q4 2019 | $291,000 | -1.0% | 5,450 | 0.0% | 0.06% | -9.7% |
Q3 2019 | $294,000 | +1.7% | 5,450 | 0.0% | 0.06% | -1.6% |
Q2 2019 | $289,000 | – | 5,450 | – | 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% |