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 | $1,041,946 | +0.7% | 22,860 | +1.6% | 0.78% | -1.8% |
| Q1 2024 | $1,035,030 | -0.7% | 22,501 | +0.6% | 0.79% | -11.4% |
| Q4 2023 | $1,042,732 | -60.4% | 22,367 | -62.5% | 0.90% | -63.9% |
| Q3 2023 | $2,635,598 | +2.1% | 59,588 | +6.6% | 2.48% | +7.0% |
| Q2 2023 | $2,580,529 | -3.0% | 55,904 | -1.4% | 2.32% | -6.0% |
| Q1 2023 | $2,659,052 | +0.4% | 56,684 | -2.3% | 2.47% | -5.1% |
| Q4 2022 | $2,647,833 | -35.1% | 58,003 | -35.6% | 2.60% | -37.9% |
| Q3 2022 | $4,080,000 | -7.2% | 90,035 | -1.9% | 4.18% | -2.0% |
| Q2 2022 | $4,395,000 | -17.1% | 91,817 | -12.5% | 4.27% | -8.9% |
| Q1 2022 | $5,304,000 | -22.0% | 104,875 | -16.8% | 4.69% | -17.0% |
| Q4 2021 | $6,797,000 | +7.6% | 126,098 | +8.3% | 5.64% | -0.1% |
| Q3 2021 | $6,319,000 | -4.2% | 116,451 | -3.6% | 5.65% | -5.5% |
| Q2 2021 | $6,595,000 | +6.2% | 120,779 | +5.0% | 5.98% | +8.9% |
| Q1 2021 | $6,208,000 | -3.7% | 115,066 | +0.0% | 5.50% | -6.2% |
| Q4 2020 | $6,446,000 | -1.9% | 115,054 | -1.9% | 5.86% | -12.7% |
| Q3 2020 | $6,574,000 | -0.8% | 117,231 | -0.5% | 6.71% | -5.2% |
| Q2 2020 | $6,627,000 | -7.4% | 117,836 | -10.6% | 7.08% | -27.2% |
| Q1 2020 | $7,154,000 | -28.5% | 131,826 | -29.6% | 9.72% | +0.9% |
| Q4 2019 | $10,011,000 | +1.8% | 187,360 | +2.6% | 9.64% | -0.5% |
| Q3 2019 | $9,835,000 | +0.4% | 182,646 | -1.1% | 9.68% | +0.5% |
| Q2 2019 | $9,792,000 | +69.1% | 184,751 | +65.5% | 9.63% | +62.8% |
| Q1 2019 | $5,790,000 | +82.8% | 111,604 | +78.3% | 5.92% | +62.4% |
| Q4 2018 | $3,167,000 | – | 62,610 | – | 3.64% | – |
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% |