SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 332 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $213,000 | +2.4% | 3,807 | +2.9% | 0.08% | -1.2% |
| Q2 2020 | $208,000 | -30.4% | 3,701 | -32.7% | 0.08% | -41.1% |
| Q1 2020 | $299,000 | -68.9% | 5,502 | -69.4% | 0.14% | -61.7% |
| Q4 2019 | $962,000 | +21.0% | 17,997 | +22.0% | 0.37% | +11.5% |
| Q3 2019 | $795,000 | +4.5% | 14,756 | +2.8% | 0.33% | +3.4% |
| Q2 2019 | $761,000 | +25.2% | 14,356 | +22.5% | 0.32% | +21.3% |
| Q1 2019 | $608,000 | +37.2% | 11,722 | +34.0% | 0.26% | +19.5% |
| Q4 2018 | $443,000 | -43.1% | 8,750 | -43.5% | 0.22% | -35.3% |
| Q3 2018 | $778,000 | -4.7% | 15,482 | -3.9% | 0.34% | -11.2% |
| Q2 2018 | $816,000 | +7.4% | 16,113 | +8.1% | 0.38% | +7.9% |
| Q1 2018 | $760,000 | +13.1% | 14,902 | +15.3% | 0.36% | +15.6% |
| Q4 2017 | $672,000 | +19.6% | 12,919 | +20.3% | 0.31% | +6.6% |
| Q3 2017 | $562,000 | -3.1% | 10,742 | -3.3% | 0.29% | -8.0% |
| Q2 2017 | $580,000 | +7.8% | 11,103 | +6.9% | 0.31% | +4.3% |
| Q1 2017 | $538,000 | +19.8% | 10,389 | +19.0% | 0.30% | +14.1% |
| Q4 2016 | $449,000 | +63.9% | 8,727 | +71.0% | 0.26% | +54.7% |
| Q3 2016 | $274,000 | +66.1% | 5,104 | +65.7% | 0.17% | +58.9% |
| Q2 2016 | $165,000 | +0.6% | 3,080 | -0.7% | 0.11% | -4.5% |
| Q1 2016 | $164,000 | +2.5% | 3,103 | -0.0% | 0.11% | -21.7% |
| Q4 2015 | $160,000 | – | 3,104 | – | 0.14% | – |
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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% |