SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 379 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $7,000 | -12.5% | 123 | -15.2% | 0.00% | -25.0% |
Q1 2020 | $8,000 | +60.0% | 145 | +42.2% | 0.00% | +100.0% |
Q4 2019 | $5,000 | +66.7% | 102 | +100.0% | 0.00% | +100.0% |
Q3 2019 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | +200.0% | 51 | +200.0% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | -100.0% |
Q4 2018 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 17 | +6.2% | 0.00% | – |
Q2 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | -100.0% |
Q1 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q4 2017 | $1,000 | – | 16 | – | 0.00% | – |
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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% |