SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,393 | -0.9% | 228 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,488 | -1.3% | 228 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $10,630 | -52.2% | 228 | -54.7% | 0.00% | -60.0% |
| Q3 2023 | $22,248 | -4.2% | 503 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,219 | -1.6% | 503 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,596 | +2.8% | 503 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,962 | -0.2% | 503 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $23,000 | -4.2% | 503 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 506 | +0.6% | 0.01% | -45.5% |
| Q1 2022 | $25,000 | -10.7% | 503 | -3.5% | 0.01% | +37.5% |
| Q4 2021 | $28,000 | 0.0% | 521 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $28,000 | -24.3% | 521 | -22.7% | 0.01% | -30.8% |
| Q2 2021 | $37,000 | +2.8% | 674 | 0.0% | 0.01% | -18.8% |
| Q1 2021 | $36,000 | -5.3% | 674 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $38,000 | -22.4% | 674 | -23.4% | 0.02% | -32.0% |
| Q3 2020 | $49,000 | 0.0% | 880 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $49,000 | -10.9% | 880 | -13.1% | 0.03% | -25.0% |
| Q1 2020 | $55,000 | -36.8% | 1,013 | -38.0% | 0.04% | -20.0% |
| Q4 2019 | $87,000 | -4.4% | 1,633 | -3.6% | 0.04% | -8.2% |
| Q3 2019 | $91,000 | -20.2% | 1,694 | -21.2% | 0.05% | -21.0% |
| Q2 2019 | $114,000 | +1.8% | 2,151 | -0.7% | 0.06% | 0.0% |
| Q1 2019 | $112,000 | -17.6% | 2,166 | -19.7% | 0.06% | -27.1% |
| Q4 2018 | $136,000 | -8.7% | 2,696 | -8.8% | 0.08% | +2.4% |
| Q3 2018 | $149,000 | -2.0% | 2,956 | -1.6% | 0.08% | -5.7% |
| Q2 2018 | $152,000 | -12.1% | 3,004 | -11.3% | 0.09% | -14.6% |
| Q1 2018 | $173,000 | -4.9% | 3,388 | -2.9% | 0.10% | -1.9% |
| Q4 2017 | $182,000 | -0.5% | 3,489 | 0.0% | 0.10% | -5.4% |
| Q3 2017 | $183,000 | -48.7% | 3,489 | -49.7% | 0.11% | -58.1% |
| Q4 2016 | $357,000 | -11.9% | 6,933 | -8.1% | 0.26% | -14.0% |
| Q3 2016 | $405,000 | -19.6% | 7,540 | -19.7% | 0.31% | -25.1% |
| Q2 2016 | $504,000 | -61.2% | 9,384 | -61.8% | 0.41% | -23.5% |
| Q1 2016 | $1,298,000 | -1.5% | 24,558 | -4.0% | 0.54% | -52.6% |
| Q4 2015 | $1,318,000 | – | 25,592 | – | 1.13% | – |
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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% |