SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $385,392 | +9.9% | 8,267 | +4.3% | 0.02% | +19.0% |
Q3 2023 | $350,685 | -13.0% | 7,929 | -9.2% | 0.02% | -38.2% |
Q2 2023 | $403,214 | +13.5% | 8,735 | +15.4% | 0.03% | +9.7% |
Q1 2023 | $355,216 | -3.9% | 7,572 | -6.5% | 0.03% | -13.9% |
Q4 2022 | $369,647 | +20.0% | 8,097 | +19.2% | 0.04% | +9.1% |
Q3 2022 | $308,000 | +20.8% | 6,793 | +27.7% | 0.03% | +57.1% |
Q2 2022 | $255,000 | +17.5% | 5,318 | +23.8% | 0.02% | -12.5% |
Q1 2022 | $217,000 | -6.5% | 4,297 | -0.3% | 0.02% | -4.0% |
Q4 2021 | $232,000 | 0.0% | 4,309 | +0.7% | 0.02% | -13.8% |
Q3 2021 | $232,000 | 0.0% | 4,279 | +0.5% | 0.03% | -3.3% |
Q2 2021 | $232,000 | +1.8% | 4,257 | +0.5% | 0.03% | -9.1% |
Q1 2021 | $228,000 | -3.4% | 4,234 | +0.4% | 0.03% | -10.8% |
Q4 2020 | $236,000 | +4.4% | 4,218 | +4.3% | 0.04% | -32.7% |
Q3 2020 | $226,000 | -5.8% | 4,045 | -5.3% | 0.06% | -31.2% |
Q2 2020 | $240,000 | +4.3% | 4,272 | +0.6% | 0.08% | -21.6% |
Q1 2020 | $230,000 | -85.4% | 4,247 | +42.9% | 0.10% | +59.4% |
Q2 2019 | $1,575,000 | +600.0% | 2,972 | -33.3% | 0.06% | -39.6% |
Q2 2018 | $225,000 | -0.4% | 4,453 | +0.5% | 0.11% | -6.2% |
Q1 2018 | $226,000 | -1.3% | 4,432 | +0.4% | 0.11% | -19.9% |
Q4 2017 | $229,000 | -0.4% | 4,413 | +0.4% | 0.14% | -3.4% |
Q3 2017 | $230,000 | – | 4,394 | – | 0.15% | – |
Download |
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% |