SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,385,000 | -0.1% | 66,913 | -0.7% | 4.78% | +9.9% |
| Q3 2018 | $3,388,000 | -1.8% | 67,418 | -1.0% | 4.35% | +19.2% |
| Q2 2018 | $3,449,000 | -1.8% | 68,108 | -1.0% | 3.65% | -0.1% |
| Q1 2018 | $3,511,000 | -1.8% | 68,807 | +0.2% | 3.65% | -5.2% |
| Q4 2017 | $3,574,000 | -1.2% | 68,672 | -0.6% | 3.85% | +7.5% |
| Q3 2017 | $3,617,000 | -1.4% | 69,072 | -1.6% | 3.58% | -3.8% |
| Q2 2017 | $3,669,000 | +2.3% | 70,218 | +1.5% | 3.72% | -7.4% |
| Q1 2017 | $3,585,000 | +0.9% | 69,213 | +0.3% | 4.02% | +6.2% |
| Q4 2016 | $3,553,000 | -1.6% | 68,983 | +2.6% | 3.78% | -13.1% |
| Q3 2016 | $3,609,000 | -1.2% | 67,239 | -1.2% | 4.35% | -8.9% |
| Q2 2016 | $3,654,000 | +0.9% | 68,024 | -0.8% | 4.78% | -8.7% |
| Q1 2016 | $3,620,000 | +2.3% | 68,539 | -0.2% | 5.23% | -9.8% |
| Q4 2015 | $3,538,000 | -4.5% | 68,699 | -3.3% | 5.80% | +8.8% |
| Q3 2015 | $3,705,000 | -1.0% | 71,055 | -1.8% | 5.33% | +32.0% |
| Q2 2015 | $3,743,000 | +1.8% | 72,364 | +4.2% | 4.04% | -1.0% |
| Q1 2015 | $3,676,000 | -7.5% | 69,480 | -8.5% | 4.08% | -2.3% |
| Q4 2014 | $3,975,000 | -0.2% | 75,915 | -1.3% | 4.17% | +12.9% |
| Q3 2014 | $3,983,000 | – | 76,945 | – | 3.70% | – |
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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% |