SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $22,165 | +6.7% | 475 | +1.1% | 0.03% | -7.1% |
Q3 2023 | $20,774 | -3.4% | 470 | +0.9% | 0.03% | -15.2% |
Q2 2023 | $21,498 | -37.9% | 466 | -36.9% | 0.03% | -41.1% |
Q1 2023 | $34,643 | +3.3% | 738 | +0.4% | 0.06% | -3.4% |
Q4 2022 | $33,542 | +1.6% | 735 | +1.0% | 0.06% | -3.3% |
Q3 2022 | $33,000 | -5.7% | 728 | +0.7% | 0.06% | +5.3% |
Q2 2022 | $35,000 | -2.8% | 723 | +0.6% | 0.06% | +11.8% |
Q1 2022 | $36,000 | -7.7% | 719 | +0.3% | 0.05% | +2.0% |
Q4 2021 | $39,000 | 0.0% | 717 | +0.7% | 0.05% | 0.0% |
Q3 2021 | $39,000 | 0.0% | 712 | +0.6% | 0.05% | -3.8% |
Q2 2021 | $39,000 | +2.6% | 708 | +0.6% | 0.05% | -3.7% |
Q1 2021 | $38,000 | -2.6% | 704 | +0.4% | 0.05% | -6.9% |
Q4 2020 | $39,000 | 0.0% | 701 | +0.7% | 0.06% | -13.4% |
Q3 2020 | $39,000 | -30.4% | 696 | -30.1% | 0.07% | -43.7% |
Q2 2020 | $56,000 | -8.2% | 995 | -11.2% | 0.12% | -9.2% |
Q1 2020 | $61,000 | -25.6% | 1,120 | -27.0% | 0.13% | -22.9% |
Q4 2019 | $82,000 | -1.2% | 1,535 | 0.0% | 0.17% | -5.0% |
Q3 2019 | $83,000 | +2.5% | 1,535 | 0.0% | 0.18% | -14.8% |
Q2 2019 | $81,000 | +1.2% | 1,535 | 0.0% | 0.21% | +5.5% |
Q1 2019 | $80,000 | +2.6% | 1,535 | 0.0% | 0.20% | -20.1% |
Q4 2018 | $78,000 | +1.3% | 1,535 | 0.0% | 0.25% | +3.3% |
Q3 2018 | $77,000 | -1.3% | 1,535 | 0.0% | 0.24% | -11.4% |
Q2 2018 | $78,000 | 0.0% | 1,535 | 0.0% | 0.27% | -2.2% |
Q1 2018 | $78,000 | -2.5% | 1,535 | 0.0% | 0.28% | -26.6% |
Q4 2017 | $80,000 | 0.0% | 1,535 | 0.0% | 0.38% | -4.5% |
Q3 2017 | $80,000 | 0.0% | 1,535 | 0.0% | 0.40% | -7.9% |
Q2 2017 | $80,000 | +1.3% | 1,535 | 0.0% | 0.43% | -5.3% |
Q1 2017 | $79,000 | +88.1% | 1,535 | +87.2% | 0.46% | +98.7% |
Q4 2016 | $42,000 | -4.5% | 820 | 0.0% | 0.23% | +16.8% |
Q3 2016 | $44,000 | – | 820 | – | 0.20% | – |
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% |