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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,270,744 | +846.8% | 203,395 | +855.5% | 0.00% | – |
Q1 2024 | $979,202 | -1.6% | 21,287 | -0.2% | 0.00% | – |
Q4 2023 | $994,684 | -96.6% | 21,336 | -96.8% | 0.00% | -100.0% |
Q3 2023 | $29,310,690 | +171.9% | 662,688 | +183.7% | 0.01% | +125.0% |
Q2 2023 | $10,781,453 | -74.1% | 233,567 | -73.7% | 0.00% | -76.5% |
Q1 2023 | $41,623,618 | +18.4% | 887,308 | +15.2% | 0.02% | +6.2% |
Q4 2022 | $35,151,002 | +5.0% | 770,011 | +4.2% | 0.02% | +6.7% |
Q3 2022 | $33,467,000 | -49.3% | 738,625 | -46.5% | 0.02% | -46.4% |
Q2 2022 | $66,070,000 | +281.8% | 1,380,205 | +303.4% | 0.03% | +366.7% |
Q1 2022 | $17,304,000 | -1.7% | 342,176 | +5.4% | 0.01% | 0.0% |
Q3 2021 | $17,611,000 | -32.8% | 324,567 | -32.4% | 0.01% | -40.0% |
Q2 2021 | $26,226,000 | +279.4% | 480,324 | +289.4% | 0.01% | +233.3% |
Q4 2020 | $6,912,000 | -82.9% | 123,357 | -82.9% | 0.00% | -87.5% |
Q3 2020 | $40,370,000 | +2124.2% | 719,873 | +2130.1% | 0.02% | +2300.0% |
Q2 2020 | $1,815,000 | -97.4% | 32,280 | -97.5% | 0.00% | -98.5% |
Q1 2020 | $70,103,000 | +30646.9% | 1,291,750 | +30452.3% | 0.07% | – |
Q3 2019 | $228,000 | -57.8% | 4,228 | -58.5% | 0.00% | -100.0% |
Q2 2019 | $540,000 | -93.3% | 10,184 | -93.6% | 0.00% | -94.1% |
Q4 2018 | $8,077,000 | +96.0% | 159,655 | +97.7% | 0.02% | +54.5% |
Q1 2018 | $4,120,000 | -86.2% | 80,757 | -85.9% | 0.01% | -87.1% |
Q4 2017 | $29,763,000 | +371.6% | 571,933 | +374.5% | 0.08% | +325.0% |
Q3 2017 | $6,311,000 | +149.5% | 120,530 | +151.7% | 0.02% | +42.9% |
Q1 2016 | $2,529,000 | -27.6% | 47,877 | -29.4% | 0.01% | -36.4% |
Q4 2015 | $3,492,000 | +168.4% | 67,798 | +171.7% | 0.02% | +175.0% |
Q3 2015 | $1,301,000 | +2.2% | 24,955 | +1.4% | 0.01% | 0.0% |
Q2 2015 | $1,273,000 | -71.8% | 24,603 | -71.2% | 0.01% | -77.1% |
Q1 2015 | $4,512,000 | -43.7% | 85,281 | -44.9% | 0.04% | -57.3% |
Q3 2014 | $8,016,000 | +450.2% | 154,853 | +443.4% | 0.08% | +412.5% |
Q1 2014 | $1,457,000 | – | 28,497 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |