SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,339,323 | -3.2% | 29,384 | -2.4% | 0.64% | -6.0% |
| Q1 2024 | $1,384,232 | -5.2% | 30,092 | -3.9% | 0.68% | -13.8% |
| Q4 2023 | $1,459,812 | -3.3% | 31,313 | -8.3% | 0.79% | -9.0% |
| Q3 2023 | $1,509,570 | -6.9% | 34,130 | -2.8% | 0.87% | -2.1% |
| Q2 2023 | $1,621,278 | -6.8% | 35,123 | -5.3% | 0.89% | -11.6% |
| Q1 2023 | $1,740,455 | -24.5% | 37,102 | -26.6% | 1.00% | -25.1% |
| Q4 2022 | $2,306,375 | -21.8% | 50,523 | -22.3% | 1.34% | -23.9% |
| Q3 2022 | $2,948,000 | -35.9% | 65,058 | -32.2% | 1.76% | -30.4% |
| Q2 2022 | $4,596,000 | -30.7% | 96,020 | -26.8% | 2.53% | -18.5% |
| Q1 2022 | $6,634,000 | -30.3% | 131,177 | -25.7% | 3.10% | -28.4% |
| Q4 2021 | $9,518,000 | -2.8% | 176,594 | -2.2% | 4.33% | -10.3% |
| Q3 2021 | $9,796,000 | -6.7% | 180,538 | -6.1% | 4.82% | -5.2% |
| Q2 2021 | $10,496,000 | +1.2% | 192,237 | 0.0% | 5.09% | -3.1% |
| Q1 2021 | $10,371,000 | -8.9% | 192,237 | -5.4% | 5.26% | -12.9% |
| Q4 2020 | $11,386,000 | +14.5% | 203,214 | +14.6% | 6.03% | +2.5% |
| Q3 2020 | $9,947,000 | +19.5% | 177,371 | +19.9% | 5.89% | +9.1% |
| Q2 2020 | $8,323,000 | +40.7% | 147,983 | +35.8% | 5.40% | +21.6% |
| Q1 2020 | $5,914,000 | -5.4% | 108,980 | -6.8% | 4.44% | +21.2% |
| Q4 2019 | $6,249,000 | -1.0% | 116,964 | -0.2% | 3.66% | -8.7% |
| Q3 2019 | $6,310,000 | +12.7% | 117,174 | +10.9% | 4.01% | +6.8% |
| Q2 2019 | $5,599,000 | +5.0% | 105,636 | +2.8% | 3.75% | +1.5% |
| Q1 2019 | $5,333,000 | +8.1% | 102,801 | +5.4% | 3.70% | +0.2% |
| Q4 2018 | $4,935,000 | -4.4% | 97,547 | -5.1% | 3.69% | +6.2% |
| Q3 2018 | $5,164,000 | -6.8% | 102,771 | -6.1% | 3.47% | -8.2% |
| Q2 2018 | $5,540,000 | -28.8% | 109,401 | -28.3% | 3.78% | -28.4% |
| Q1 2018 | $7,781,000 | -0.8% | 152,518 | +1.2% | 5.28% | -32.4% |
| Q4 2017 | $7,842,000 | – | 150,701 | – | 7.82% | – |
Download | ||||||
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% |