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 | $584,017 | -2.1% | 12,813 | -1.2% | 0.16% | -12.0% |
| Q1 2024 | $596,298 | +23.2% | 12,963 | +28.2% | 0.18% | -19.7% |
| Q2 2022 | $484,000 | -23.3% | 10,114 | -18.9% | 0.23% | -24.9% |
| Q1 2022 | $631,000 | -29.3% | 12,468 | -24.6% | 0.30% | -9.8% |
| Q4 2021 | $892,000 | -14.0% | 16,541 | -13.5% | 0.34% | -25.7% |
| Q3 2021 | $1,037,000 | -0.6% | 19,118 | +0.0% | 0.46% | -4.8% |
| Q2 2021 | $1,043,000 | -0.4% | 19,116 | -1.5% | 0.48% | -12.6% |
| Q1 2021 | $1,047,000 | +51.3% | 19,413 | +57.1% | 0.55% | +33.7% |
| Q4 2020 | $692,000 | +3542.1% | 12,354 | +3092.2% | 0.41% | +2821.4% |
| Q3 2018 | $19,000 | 0.0% | 387 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $19,000 | -5.0% | 387 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $20,000 | – | 387 | – | 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% |