SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $209,000 | -5.9% | 3,821 | -7.1% | 0.04% | -15.6% |
| Q1 2021 | $222,000 | -7.9% | 4,115 | -4.3% | 0.04% | +4.7% |
| Q4 2020 | $241,000 | 0.0% | 4,302 | 0.0% | 0.04% | -8.5% |
| Q3 2020 | $241,000 | -4.7% | 4,302 | -4.4% | 0.05% | -6.0% |
| Q2 2020 | $253,000 | -32.0% | 4,502 | -34.3% | 0.05% | -46.8% |
| Q1 2020 | $372,000 | -70.2% | 6,848 | -70.7% | 0.09% | -55.9% |
| Q4 2019 | $1,249,000 | -1.4% | 23,370 | -0.6% | 0.21% | -21.7% |
| Q3 2019 | $1,267,000 | -2.5% | 23,520 | -4.1% | 0.27% | -4.6% |
| Q2 2019 | $1,299,000 | – | 24,514 | – | 0.28% | – |
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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% |