SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | +50.0% | 54 | +14.9% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $2,000 | -96.0% | 47 | -95.1% | 0.00% | -97.3% |
| Q3 2017 | $50,000 | +4.2% | 960 | +5.1% | 0.04% | +2.8% |
| Q2 2017 | $48,000 | +2.1% | 913 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $47,000 | 0.0% | 913 | 0.0% | 0.04% | -5.1% |
| Q4 2016 | $47,000 | +327.3% | 913 | +332.7% | 0.04% | +333.3% |
| Q3 2016 | $11,000 | -50.0% | 211 | -49.8% | 0.01% | -10.0% |
| Q2 2016 | $22,000 | +100.0% | 420 | +100.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | +22.2% | 210 | +27.3% | 0.01% | +25.0% |
| Q3 2015 | $9,000 | – | 165 | – | 0.01% | – |
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% |