SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,666,000 | -47.0% | 58,835 | -44.0% | 0.34% | -47.7% |
| Q2 2022 | $5,030,000 | -8.3% | 105,079 | -3.1% | 0.64% | -8.3% |
| Q1 2022 | $5,484,000 | -3.7% | 108,445 | +2.7% | 0.70% | +1.6% |
| Q4 2021 | $5,693,000 | +4.2% | 105,629 | +4.9% | 0.69% | +1.6% |
| Q3 2021 | $5,462,000 | +1.5% | 100,662 | +2.5% | 0.68% | +8.1% |
| Q2 2021 | $5,379,000 | +2.4% | 98,159 | +0.8% | 0.63% | -1.6% |
| Q1 2021 | $5,251,000 | -1.8% | 97,337 | +2.0% | 0.64% | -9.1% |
| Q4 2020 | $5,345,000 | +6.5% | 95,392 | +6.6% | 0.70% | +0.4% |
| Q3 2020 | $5,020,000 | +8.7% | 89,510 | +9.0% | 0.70% | +5.8% |
| Q2 2020 | $4,619,000 | +5.4% | 82,123 | +1.7% | 0.66% | -7.3% |
| Q1 2020 | $4,384,000 | -18.4% | 80,783 | -19.6% | 0.71% | -0.8% |
| Q4 2019 | $5,370,000 | +1.4% | 100,508 | +2.2% | 0.72% | -5.7% |
| Q3 2019 | $5,298,000 | +0.5% | 98,383 | -1.1% | 0.76% | +3.3% |
| Q2 2019 | $5,273,000 | +9.1% | 99,485 | +6.8% | 0.74% | +8.1% |
| Q1 2019 | $4,834,000 | -10.7% | 93,180 | -12.9% | 0.68% | -17.6% |
| Q4 2018 | $5,411,000 | +975.7% | 106,955 | +965.9% | 0.83% | +1082.9% |
| Q3 2018 | $503,000 | -64.2% | 10,034 | -63.8% | 0.07% | -63.5% |
| Q2 2018 | $1,405,000 | -48.5% | 27,753 | -48.1% | 0.19% | -48.4% |
| Q1 2018 | $2,729,000 | +65.4% | 53,480 | +68.6% | 0.37% | +73.8% |
| Q4 2017 | $1,650,000 | +117.4% | 31,711 | +118.9% | 0.21% | +109.8% |
| Q3 2017 | $759,000 | -49.6% | 14,489 | -49.7% | 0.10% | -51.0% |
| Q2 2017 | $1,505,000 | +3570.7% | 28,804 | +3536.9% | 0.21% | +3366.7% |
| Q1 2017 | $41,000 | -95.6% | 792 | -95.7% | 0.01% | -95.5% |
| Q4 2016 | $942,000 | -48.0% | 18,282 | -48.0% | 0.13% | -53.6% |
| Q4 2015 | $1,810,000 | – | 35,143 | – | 0.29% | – |
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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% |