SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 505 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $210,000 | -28.3% | 3,894 | -25.4% | 0.04% | -33.3% |
| Q4 2020 | $293,000 | -3.0% | 5,222 | -3.1% | 0.06% | -9.1% |
| Q3 2020 | $302,000 | -6.5% | 5,388 | -6.1% | 0.07% | -13.2% |
| Q2 2020 | $323,000 | +2.2% | 5,738 | -1.5% | 0.08% | -9.5% |
| Q1 2020 | $316,000 | +7.8% | 5,825 | +6.1% | 0.08% | -13.4% |
| Q4 2019 | $293,000 | -14.8% | 5,490 | -14.0% | 0.10% | -22.4% |
| Q3 2019 | $344,000 | +0.9% | 6,386 | -0.8% | 0.12% | -1.6% |
| Q2 2019 | $341,000 | +2.4% | 6,436 | +0.1% | 0.13% | -5.2% |
| Q1 2019 | $333,000 | -52.1% | 6,428 | -53.2% | 0.13% | -58.6% |
| Q4 2018 | $695,000 | -68.5% | 13,739 | -68.7% | 0.32% | -65.7% |
| Q3 2018 | $2,203,000 | -30.1% | 43,836 | -29.6% | 0.94% | -34.7% |
| Q2 2018 | $3,151,000 | -9.1% | 62,225 | -8.5% | 1.45% | -2.6% |
| Q1 2018 | $3,468,000 | -19.0% | 67,978 | -17.4% | 1.48% | -21.0% |
| Q4 2017 | $4,284,000 | -3.5% | 82,318 | -2.9% | 1.88% | -1.7% |
| Q3 2017 | $4,438,000 | -0.2% | 84,758 | -0.4% | 1.91% | +4.4% |
| Q2 2017 | $4,446,000 | -12.2% | 85,086 | -13.0% | 1.83% | -10.9% |
| Q1 2017 | $5,064,000 | +3.5% | 97,777 | +2.9% | 2.06% | +4.1% |
| Q4 2016 | $4,895,000 | -10.1% | 95,040 | -6.3% | 1.98% | -4.5% |
| Q3 2016 | $5,445,000 | -10.8% | 101,449 | -10.7% | 2.07% | -12.7% |
| Q2 2016 | $6,101,000 | +10.3% | 113,579 | +8.4% | 2.37% | +13.2% |
| Q1 2016 | $5,533,000 | – | 104,760 | – | 2.09% | – |
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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% |