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 | $10,491,775 | +12.1% | 230,184 | +13.2% | 2.34% | +7.2% |
| Q1 2024 | $9,355,340 | +14.1% | 203,377 | +15.6% | 2.18% | +6.6% |
| Q4 2023 | $8,199,632 | +61.3% | 175,882 | +53.0% | 2.04% | +45.1% |
| Q3 2023 | $5,083,446 | +3.1% | 114,932 | +7.5% | 1.41% | +8.7% |
| Q2 2023 | $4,932,034 | +36.0% | 106,870 | +38.2% | 1.30% | +22.0% |
| Q1 2023 | $3,626,740 | +53.8% | 77,313 | +49.7% | 1.06% | +40.1% |
| Q4 2022 | $2,358,179 | +9.6% | 51,658 | +8.1% | 0.76% | +3.6% |
| Q3 2022 | $2,152,000 | +6.6% | 47,780 | +13.3% | 0.73% | +13.7% |
| Q2 2022 | $2,018,000 | -18.1% | 42,159 | -13.5% | 0.64% | -4.2% |
| Q1 2022 | $2,464,000 | -17.3% | 48,719 | -11.9% | 0.67% | -17.6% |
| Q4 2021 | $2,980,000 | -4.6% | 55,287 | -3.9% | 0.82% | -12.7% |
| Q3 2021 | $3,123,000 | -1.4% | 57,557 | -0.7% | 0.94% | +8.1% |
| Q2 2021 | $3,166,000 | +0.9% | 57,985 | -0.3% | 0.86% | +31.9% |
| Q1 2021 | $3,138,000 | -11.0% | 58,173 | -7.6% | 0.66% | -16.8% |
| Q4 2020 | $3,527,000 | -0.1% | 62,955 | +0.0% | 0.79% | -12.9% |
| Q3 2020 | $3,530,000 | +1.1% | 62,945 | +1.4% | 0.90% | +8.9% |
| Q2 2020 | $3,490,000 | +3.1% | 62,056 | -0.5% | 0.83% | -16.6% |
| Q1 2020 | $3,385,000 | +3.7% | 62,376 | +2.1% | 1.00% | +21.0% |
| Q4 2019 | $3,264,000 | +28.3% | 61,086 | +29.3% | 0.82% | +17.9% |
| Q3 2019 | $2,545,000 | +25.1% | 47,260 | +23.1% | 0.70% | +18.9% |
| Q2 2019 | $2,035,000 | +3.0% | 38,399 | +0.9% | 0.59% | -6.1% |
| Q1 2019 | $1,975,000 | -1.9% | 38,068 | -4.4% | 0.62% | -21.7% |
| Q4 2018 | $2,014,000 | -10.6% | 39,801 | -11.2% | 0.80% | -0.9% |
| Q3 2018 | $2,252,000 | -21.9% | 44,809 | -21.4% | 0.80% | -26.6% |
| Q2 2018 | $2,885,000 | -3.4% | 56,978 | -2.7% | 1.10% | -14.0% |
| Q1 2018 | $2,987,000 | +0.2% | 58,536 | +2.1% | 1.28% | +3.0% |
| Q4 2017 | $2,982,000 | – | 57,309 | – | 1.24% | – |
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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% |