SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,312,144 | +5.1% | 533,395 | +6.1% | 9.87% | +2.0% |
| Q1 2024 | $23,121,716 | +3.9% | 502,646 | +5.3% | 9.67% | +1.0% |
| Q4 2023 | $22,248,043 | -4.5% | 477,221 | -9.4% | 9.57% | -4.5% |
| Q3 2023 | $23,300,618 | +1.8% | 526,806 | +6.2% | 10.03% | +5.0% |
| Q2 2023 | $22,887,559 | +38.9% | 495,831 | +41.1% | 9.55% | +34.8% |
| Q1 2023 | $16,481,172 | -17.5% | 351,336 | -19.7% | 7.09% | -23.1% |
| Q4 2022 | $19,981,233 | +624.2% | 437,705 | +618.8% | 9.22% | +567.0% |
| Q3 2022 | $2,759,000 | +949.0% | 60,897 | +1073.1% | 1.38% | +1167.9% |
| Q1 2022 | $263,000 | -23.8% | 5,191 | -18.9% | 0.11% | -19.9% |
| Q4 2021 | $345,000 | -0.6% | 6,399 | 0.0% | 0.14% | -6.2% |
| Q3 2021 | $347,000 | -0.6% | 6,399 | 0.0% | 0.14% | -3.3% |
| Q2 2021 | $349,000 | +1.2% | 6,399 | 0.0% | 0.15% | -6.8% |
| Q1 2021 | $345,000 | +22.3% | 6,399 | +26.8% | 0.16% | +10.3% |
| Q4 2020 | $282,000 | -45.2% | 5,045 | -45.1% | 0.15% | -45.9% |
| Q3 2020 | $515,000 | +4.9% | 9,196 | 0.0% | 0.27% | -9.4% |
| Q4 2019 | $491,000 | -0.8% | 9,196 | 0.0% | 0.30% | -4.8% |
| Q3 2019 | $495,000 | +1.6% | 9,196 | 0.0% | 0.31% | -3.1% |
| Q2 2019 | $487,000 | +2.1% | 9,196 | 0.0% | 0.32% | -1.5% |
| Q1 2019 | $477,000 | +2.6% | 9,196 | 0.0% | 0.33% | -8.9% |
| Q4 2018 | $465,000 | +0.6% | 9,196 | 0.0% | 0.36% | +6.2% |
| Q3 2018 | $462,000 | -0.9% | 9,196 | 0.0% | 0.34% | -11.3% |
| Q2 2018 | $466,000 | -0.6% | 9,196 | 0.0% | 0.38% | -11.2% |
| Q1 2018 | $469,000 | +8.8% | 9,196 | +11.1% | 0.43% | +23.6% |
| Q4 2017 | $431,000 | – | 8,275 | – | 0.35% | – |
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% |