SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 379 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,550 | -34.0% | 17,331 | -31.1% | 0.20% | -33.6% |
| Q2 2023 | $1,161,478 | -1.6% | 25,162 | 0.0% | 0.30% | -4.8% |
| Q1 2023 | $1,180,349 | -1.4% | 25,162 | -4.1% | 0.31% | -10.7% |
| Q4 2022 | $1,197,308 | +115.7% | 26,228 | +154.6% | 0.35% | +91.7% |
| Q4 2021 | $555,000 | -11.2% | 10,300 | -10.6% | 0.18% | -27.0% |
| Q3 2021 | $625,000 | -0.8% | 11,517 | -0.1% | 0.25% | -10.5% |
| Q2 2021 | $630,000 | -19.7% | 11,530 | -20.8% | 0.28% | -40.4% |
| Q1 2021 | $785,000 | -38.8% | 14,558 | -36.4% | 0.46% | -53.5% |
| Q4 2020 | $1,282,000 | +3.0% | 22,875 | +3.0% | 1.00% | -10.2% |
| Q3 2020 | $1,245,000 | +5.2% | 22,204 | +5.6% | 1.11% | +3.1% |
| Q2 2020 | $1,183,000 | +40.5% | 21,034 | +35.6% | 1.08% | +19.1% |
| Q1 2020 | $842,000 | +44.7% | 15,512 | +42.5% | 0.91% | +70.8% |
| Q4 2019 | $582,000 | +3.9% | 10,887 | +4.7% | 0.53% | -2.4% |
| Q3 2019 | $560,000 | +8.9% | 10,397 | +7.1% | 0.54% | +9.7% |
| Q2 2019 | $514,000 | +4.5% | 9,707 | +2.4% | 0.50% | +1.0% |
| Q1 2019 | $492,000 | +61.8% | 9,475 | +57.6% | 0.49% | +44.8% |
| Q4 2018 | $304,000 | – | 6,011 | – | 0.34% | – |
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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% |