SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 498 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,504 | -0.9% | 1,832 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $84,274 | -1.3% | 1,832 | 0.0% | 0.03% | -5.7% |
| Q4 2023 | $85,410 | +46.3% | 1,832 | +38.8% | 0.04% | +29.6% |
| Q3 2023 | $58,384 | -4.2% | 1,320 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $60,932 | -1.6% | 1,320 | 0.0% | 0.03% | -10.0% |
| Q1 2023 | $61,922 | +2.8% | 1,320 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $60,258 | +0.4% | 1,320 | 0.0% | 0.03% | -3.1% |
| Q3 2022 | $60,000 | -4.8% | 1,320 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $63,000 | -6.0% | 1,320 | 0.0% | 0.03% | +6.5% |
| Q1 2022 | $67,000 | -5.6% | 1,320 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $71,000 | +163.0% | 1,320 | +168.8% | 0.03% | +146.2% |
| Q3 2021 | $27,000 | +22.7% | 491 | +22.8% | 0.01% | +18.2% |
| Q2 2021 | $22,000 | 0.0% | 400 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $22,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $22,000 | +69.2% | 400 | +75.4% | 0.01% | +44.4% |
| Q3 2020 | $13,000 | 0.0% | 228 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $13,000 | -13.3% | 228 | -15.6% | 0.01% | -23.1% |
| Q1 2020 | $15,000 | +7.1% | 270 | +0.4% | 0.01% | +30.0% |
| Q4 2019 | $14,000 | – | 269 | – | 0.01% | – |
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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% |