SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 498 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,117,651 | -0.0% | 68,400 | +0.9% | 0.30% | -2.9% |
| Q1 2024 | $3,118,904 | +0.6% | 67,802 | +1.9% | 0.31% | -7.8% |
| Q4 2023 | $3,101,269 | +5.7% | 66,522 | +0.3% | 0.34% | -6.7% |
| Q3 2023 | $2,933,368 | -4.7% | 66,321 | -0.6% | 0.36% | -1.4% |
| Q2 2023 | $3,079,619 | -1.6% | 66,716 | -0.0% | 0.36% | -7.8% |
| Q1 2023 | $3,130,652 | +3.5% | 66,737 | +0.7% | 0.40% | -2.2% |
| Q4 2022 | $3,025,520 | -11.1% | 66,276 | -11.8% | 0.40% | -17.7% |
| Q3 2022 | $3,405,000 | -6.2% | 75,158 | -0.9% | 0.49% | -1.4% |
| Q2 2022 | $3,632,000 | -7.1% | 75,878 | -1.8% | 0.50% | +6.2% |
| Q1 2022 | $3,908,000 | -6.1% | 77,276 | +0.1% | 0.47% | -5.1% |
| Q4 2021 | $4,163,000 | -0.1% | 77,227 | +0.5% | 0.49% | -6.6% |
| Q3 2021 | $4,169,000 | +5.3% | 76,841 | +6.0% | 0.53% | +6.2% |
| Q2 2021 | $3,958,000 | +1.8% | 72,489 | +0.6% | 0.50% | -4.4% |
| Q1 2021 | $3,887,000 | -0.6% | 72,044 | +3.2% | 0.52% | -4.4% |
| Q4 2020 | $3,910,000 | -0.1% | 69,778 | -0.0% | 0.54% | -12.5% |
| Q3 2020 | $3,915,000 | -1.5% | 69,809 | -1.2% | 0.62% | -8.5% |
| Q2 2020 | $3,975,000 | +2.0% | 70,683 | -1.5% | 0.68% | -16.4% |
| Q1 2020 | $3,896,000 | +6.4% | 71,789 | +4.7% | 0.82% | +24.0% |
| Q4 2019 | $3,663,000 | +1.8% | 68,559 | +2.5% | 0.66% | -3.9% |
| Q3 2019 | $3,598,000 | -21.1% | 66,917 | -22.3% | 0.68% | -18.7% |
| Q2 2019 | $4,562,000 | +3.8% | 86,141 | +1.7% | 0.84% | -2.3% |
| Q1 2019 | $4,396,000 | +17.1% | 84,683 | +14.1% | 0.86% | -0.6% |
| Q4 2018 | $3,754,000 | -7.8% | 74,212 | -8.3% | 0.87% | +0.2% |
| Q3 2018 | $4,070,000 | +9.7% | 80,966 | +10.4% | 0.86% | +3.1% |
| Q2 2018 | $3,711,000 | +35.9% | 73,355 | +36.8% | 0.84% | +29.7% |
| Q1 2018 | $2,730,000 | +72.2% | 53,614 | +75.9% | 0.65% | +64.8% |
| Q4 2017 | $1,585,000 | – | 30,487 | – | 0.39% | – |
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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% |