SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,430,000 | +1.6% | 226,023 | +8.3% | 7.26% | +11.4% |
| Q4 2021 | $11,252,000 | -0.3% | 208,759 | +0.4% | 6.52% | -6.2% |
| Q3 2021 | $11,285,000 | +3.5% | 207,971 | +4.1% | 6.96% | +6.9% |
| Q2 2021 | $10,905,000 | +6.4% | 199,733 | +5.2% | 6.51% | -3.7% |
| Q1 2021 | $10,247,000 | -7.6% | 189,926 | -4.0% | 6.76% | -11.6% |
| Q4 2020 | $11,084,000 | -0.3% | 197,824 | -0.3% | 7.65% | -14.3% |
| Q3 2020 | $11,122,000 | -15.2% | 198,487 | -14.9% | 8.92% | -21.2% |
| Q2 2020 | $13,115,000 | +36.6% | 233,204 | +31.9% | 11.32% | +13.7% |
| Q1 2020 | $9,599,000 | -3.7% | 176,866 | -4.6% | 9.96% | +12.6% |
| Q3 2019 | $9,969,000 | -0.0% | 185,310 | -1.5% | 8.84% | -11.0% |
| Q2 2019 | $9,972,000 | +11.0% | 188,147 | +8.6% | 9.94% | +162.7% |
| Q1 2019 | $8,987,000 | +12.3% | 173,223 | +9.5% | 3.78% | -54.7% |
| Q4 2018 | $8,005,000 | +27.3% | 158,228 | +26.5% | 8.34% | +42.2% |
| Q3 2018 | $6,286,000 | +58.5% | 125,104 | +59.7% | 5.86% | +29.2% |
| Q2 2018 | $3,967,000 | +23.6% | 78,345 | +24.6% | 4.54% | +69.7% |
| Q1 2018 | $3,209,000 | +38.6% | 62,891 | +41.4% | 2.68% | +40.6% |
| Q4 2017 | $2,315,000 | – | 44,477 | – | 1.90% | – |
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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% |