SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 330 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,296,654 | +0.9% | 160,085 | +1.8% | 0.07% | -11.0% |
| Q1 2024 | $7,232,530 | +14.8% | 157,229 | +15.0% | 0.08% | +156.2% |
| Q4 2023 | $6,299,975 | -27.4% | 136,748 | -30.3% | 0.03% | -38.5% |
| Q3 2023 | $8,672,748 | +0.9% | 196,083 | +5.3% | 0.05% | 0.0% |
| Q2 2023 | $8,597,379 | -11.3% | 186,252 | -9.9% | 0.05% | -16.1% |
| Q1 2023 | $9,693,787 | +83.8% | 206,646 | +78.8% | 0.06% | +63.2% |
| Q4 2022 | $5,275,073 | -2.0% | 115,555 | -2.7% | 0.04% | -11.6% |
| Q3 2022 | $5,380,000 | -13.6% | 118,743 | -8.7% | 0.04% | -14.0% |
| Q2 2022 | $6,224,000 | -3.1% | 130,016 | +2.3% | 0.05% | +13.6% |
| Q1 2022 | $6,425,000 | +2888.4% | 127,046 | +3077.7% | 0.04% | +4300.0% |
| Q4 2021 | $215,000 | -18.6% | 3,998 | -15.1% | 0.00% | -75.0% |
| Q3 2020 | $264,000 | +6.5% | 4,709 | +6.8% | 0.00% | 0.0% |
| Q2 2020 | $248,000 | -49.6% | 4,409 | -51.4% | 0.00% | -63.6% |
| Q1 2020 | $492,000 | -57.2% | 9,075 | -57.8% | 0.01% | -56.0% |
| Q4 2019 | $1,150,000 | +349.2% | 21,518 | +353.1% | 0.02% | +257.1% |
| Q3 2019 | $256,000 | -12.9% | 4,749 | -14.4% | 0.01% | -22.2% |
| Q2 2019 | $294,000 | -13.8% | 5,551 | -15.5% | 0.01% | -62.5% |
| Q1 2019 | $341,000 | -28.8% | 6,568 | -30.6% | 0.02% | -70.7% |
| Q4 2018 | $479,000 | +91.6% | 9,467 | +90.4% | 0.08% | +485.7% |
| Q3 2018 | $250,000 | -15.8% | 4,973 | -14.6% | 0.01% | -39.1% |
| Q1 2018 | $297,000 | – | 5,825 | – | 0.02% | – |
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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% |