SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,870,462 | -0.1% | 128,795 | +0.8% | 2.35% | -1.7% |
| Q1 2024 | $5,878,894 | +6.9% | 127,802 | +8.3% | 2.39% | -5.1% |
| Q4 2023 | $5,499,340 | -4.9% | 117,961 | -9.8% | 2.52% | -13.8% |
| Q3 2023 | $5,782,011 | +4.1% | 130,726 | +8.7% | 2.92% | +10.5% |
| Q2 2023 | $5,552,573 | +0.4% | 120,290 | +2.0% | 2.64% | -8.6% |
| Q1 2023 | $5,532,447 | +1.5% | 117,937 | -1.2% | 2.89% | -4.0% |
| Q4 2022 | $5,449,767 | -18.3% | 119,382 | -18.9% | 3.01% | -24.2% |
| Q3 2022 | $6,672,000 | +39.3% | 147,243 | +47.2% | 3.97% | +49.0% |
| Q2 2022 | $4,789,000 | -35.3% | 100,050 | -31.7% | 2.67% | -29.8% |
| Q1 2022 | $7,404,000 | -5.6% | 146,406 | +0.6% | 3.80% | -0.2% |
| Q4 2021 | $7,844,000 | +5.5% | 145,530 | +6.2% | 3.81% | -1.7% |
| Q3 2021 | $7,434,000 | +4.1% | 137,008 | +4.8% | 3.87% | +8.3% |
| Q2 2021 | $7,141,000 | +56.9% | 130,785 | +55.0% | 3.57% | +49.9% |
| Q1 2021 | $4,552,000 | +5.8% | 84,374 | +9.9% | 2.38% | -2.4% |
| Q4 2020 | $4,301,000 | +8.3% | 76,768 | +8.4% | 2.44% | -4.3% |
| Q3 2020 | $3,970,000 | +2.1% | 70,787 | +2.4% | 2.55% | -4.5% |
| Q2 2020 | $3,888,000 | +29.4% | 69,129 | +24.9% | 2.67% | +10.8% |
| Q1 2020 | $3,004,000 | -1.0% | 55,358 | -2.5% | 2.41% | -0.5% |
| Q4 2019 | $3,034,000 | +27.6% | 56,794 | +28.6% | 2.42% | +14.2% |
| Q3 2019 | $2,377,000 | +53.3% | 44,147 | +50.9% | 2.12% | +74.2% |
| Q2 2019 | $1,551,000 | +3.5% | 29,265 | +0.7% | 1.22% | +1.5% |
| Q1 2019 | $1,499,000 | +4.5% | 29,051 | +2.5% | 1.20% | -12.1% |
| Q4 2018 | $1,435,000 | – | 28,356 | – | 1.37% | – |
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% |