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 2022 | $1,221,000 | +152.8% | 25,501 | +167.2% | 0.54% | +143.5% |
| Q1 2022 | $483,000 | -26.1% | 9,545 | -21.3% | 0.22% | -15.2% |
| Q4 2021 | $654,000 | -10.4% | 12,133 | -9.9% | 0.26% | -23.8% |
| Q3 2021 | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
| Q2 2021 | $794,000 | -20.8% | 14,537 | -21.7% | 0.37% | -27.7% |
| Q1 2021 | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
| Q4 2020 | $1,048,000 | +32.0% | 18,710 | +32.2% | 0.69% | +9.3% |
| Q3 2020 | $794,000 | +58.5% | 14,157 | +59.0% | 0.63% | +52.5% |
| Q2 2020 | $501,000 | +131.9% | 8,901 | +123.5% | 0.42% | +88.6% |
| Q1 2020 | $216,000 | – | 3,982 | – | 0.22% | – |
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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% |