SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $523,000 | -46.5% | 9,644 | -47.3% | 0.14% | -43.5% |
Q4 2019 | $977,000 | -20.7% | 18,293 | -20.0% | 0.24% | -23.6% |
Q3 2019 | $1,232,000 | -13.7% | 22,879 | -15.1% | 0.31% | -28.0% |
Q2 2019 | $1,428,000 | +8.8% | 26,941 | +6.4% | 0.44% | -9.8% |
Q1 2019 | $1,313,000 | – | 25,315 | – | 0.48% | – |
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% |