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 2022 | $1,734,000 | -6.2% | 36,214 | -0.9% | 1.43% | +1.7% |
| Q1 2022 | $1,848,000 | -9.0% | 36,544 | -3.0% | 1.41% | -3.2% |
| Q4 2021 | $2,031,000 | +2.1% | 37,689 | +2.8% | 1.46% | -6.1% |
| Q3 2021 | $1,989,000 | +6.6% | 36,648 | +7.3% | 1.55% | +0.5% |
| Q2 2021 | $1,865,000 | +2.5% | 34,154 | +1.2% | 1.54% | -2.5% |
| Q1 2021 | $1,820,000 | +1.2% | 33,739 | +5.1% | 1.58% | +3.2% |
| Q4 2020 | $1,799,000 | +5.2% | 32,115 | +5.3% | 1.53% | -4.5% |
| Q3 2020 | $1,710,000 | +2.4% | 30,486 | +2.7% | 1.60% | -4.4% |
| Q2 2020 | $1,670,000 | +8.9% | 29,687 | +5.1% | 1.68% | -9.6% |
| Q1 2020 | $1,533,000 | +5.1% | 28,241 | +3.5% | 1.86% | +35.8% |
| Q4 2019 | $1,459,000 | +2.0% | 27,298 | +2.7% | 1.37% | -14.1% |
| Q3 2019 | $1,431,000 | +9.4% | 26,576 | +7.7% | 1.59% | +15.4% |
| Q2 2019 | $1,308,000 | +3.6% | 24,674 | +1.5% | 1.38% | +1.0% |
| Q1 2019 | $1,262,000 | +28.9% | 24,321 | +25.6% | 1.36% | +29.9% |
| Q4 2018 | $979,000 | +2.1% | 19,364 | +1.5% | 1.05% | +53.9% |
| Q3 2018 | $959,000 | -0.4% | 19,078 | +0.0% | 0.68% | -3.0% |
| Q2 2018 | $963,000 | +9.6% | 19,071 | +13.0% | 0.70% | -18.8% |
| Q1 2018 | $879,000 | 0.0% | 16,882 | 0.0% | 0.87% | +0.2% |
| Q4 2017 | $879,000 | – | 16,882 | – | 0.86% | – |
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% |