SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 530 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $38,000 | -5.0% | 750 | 0.0% | 0.07% | +21.3% |
| Q4 2021 | $40,000 | -2.4% | 750 | 0.0% | 0.06% | -7.6% |
| Q3 2021 | $41,000 | 0.0% | 750 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $41,000 | +2.5% | 750 | 0.0% | 0.07% | -5.6% |
| Q1 2021 | $40,000 | -4.8% | 750 | 0.0% | 0.07% | -5.3% |
| Q4 2020 | $42,000 | 0.0% | 750 | 0.0% | 0.08% | -10.6% |
| Q3 2020 | $42,000 | +13.5% | 750 | +13.3% | 0.08% | +7.6% |
| Q2 2020 | $37,000 | +640.0% | 662 | +524.5% | 0.08% | +887.5% |
| Q1 2019 | $5,000 | -95.3% | 106 | -95.0% | 0.01% | -95.4% |
| Q4 2018 | $107,000 | +3.9% | 2,122 | +3.2% | 0.17% | +16.1% |
| Q3 2018 | $103,000 | -1.9% | 2,057 | 0.0% | 0.15% | +115.9% |
| Q2 2018 | $105,000 | 0.0% | 2,057 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $105,000 | -22.8% | 2,057 | -21.2% | 0.07% | -23.3% |
| Q4 2017 | $136,000 | -0.7% | 2,609 | 0.0% | 0.09% | -3.2% |
| Q3 2017 | $137,000 | +0.7% | 2,609 | 0.0% | 0.09% | -10.6% |
| Q2 2017 | $136,000 | – | 2,609 | – | 0.10% | – |
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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% |