SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 405 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $720,000 | -24.1% | 13,475 | -23.5% | 0.21% | -34.9% |
| Q3 2019 | $949,000 | +2.2% | 17,618 | +0.5% | 0.33% | +6440.0% |
| Q2 2019 | $929,000 | +2.2% | 17,528 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $909,000 | +2.9% | 17,528 | +0.4% | 0.01% | -92.6% |
| Q4 2018 | $883,000 | +128.2% | 17,454 | +135.0% | 0.07% | -56.1% |
| Q1 2018 | $387,000 | +36.7% | 7,427 | +37.2% | 0.16% | +29.2% |
| Q4 2017 | $283,000 | +6.0% | 5,414 | +5.8% | 0.12% | +7.1% |
| Q2 2017 | $267,000 | – | 5,118 | – | 0.11% | – |
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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% |