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 | $2,601,342 | +26.9% | 57,072 | +28.1% | 0.38% | +17.5% |
| Q1 2024 | $2,049,484 | +17.8% | 44,554 | +19.4% | 0.33% | -0.9% |
| Q4 2023 | $1,739,998 | -1.4% | 37,323 | -6.5% | 0.33% | -9.9% |
| Q3 2023 | $1,764,733 | +8.8% | 39,899 | +13.6% | 0.36% | +19.3% |
| Q2 2023 | $1,621,924 | -23.4% | 35,137 | -22.2% | 0.31% | -28.7% |
| Q1 2023 | $2,117,987 | +36.8% | 45,150 | +33.1% | 0.43% | +106.2% |
| Q4 2022 | $1,547,996 | +2.2% | 33,910 | +1.4% | 0.21% | -43.6% |
| Q3 2022 | $1,515,000 | -35.9% | 33,440 | -32.3% | 0.37% | -23.1% |
| Q2 2022 | $2,363,000 | +37.7% | 49,368 | +45.5% | 0.48% | +56.9% |
| Q1 2022 | $1,716,000 | +24414.3% | 33,923 | +27038.4% | 0.31% | +30500.0% |
| Q4 2021 | $7,000 | 0.0% | 125 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +16.7% | 123 | +11.8% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 110 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 111 | +4.7% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -14.3% | 106 | -13.1% | 0.00% | -33.3% |
| Q1 2020 | $7,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +75.0% | 122 | +54.4% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | – | 79 | – | 0.00% | – |
Download | ||||||
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% |