SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,073 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,361,000 | -5.3% | 300 | 0.0% | 0.01% | +22.2% |
| Q1 2022 | $15,171,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $16,170,000 | -0.7% | 300 | 0.0% | 0.01% | -18.2% |
| Q3 2021 | $16,278,000 | -3.2% | 300 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $16,809,000 | -0.1% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $16,824,000 | -0.3% | 300 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $16,872,000 | +3.6% | 300 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $16,281,000 | +1.6% | 300 | 0.0% | 0.02% | +50.0% |
| Q4 2019 | $16,029,000 | -0.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,155,000 | – | 300 | – | 0.01% | – |
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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% |