SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,037,635 | -7.3% | 88,583 | -6.5% | 0.32% | -8.4% |
| Q1 2024 | $4,356,565 | -2.2% | 94,708 | -0.8% | 0.34% | -9.2% |
| Q4 2023 | $4,452,575 | -13.6% | 95,508 | -18.0% | 0.38% | -19.7% |
| Q3 2023 | $5,152,995 | -45.9% | 116,505 | -43.5% | 0.47% | -41.2% |
| Q2 2023 | $9,523,341 | -6.4% | 206,312 | -4.9% | 0.80% | -10.3% |
| Q1 2023 | $10,176,971 | +0.7% | 216,947 | +1.1% | 0.90% | +2.1% |
| Q4 2022 | $10,110,481 | -3.9% | 214,569 | -7.6% | 0.88% | -19.1% |
| Q3 2022 | $10,525,000 | -4.2% | 232,300 | +1.2% | 1.08% | +1.2% |
| Q2 2022 | $10,984,000 | -26.5% | 229,473 | -22.3% | 1.07% | -17.2% |
| Q1 2022 | $14,940,000 | +2.1% | 295,441 | +8.8% | 1.30% | +4.4% |
| Q4 2021 | $14,637,000 | +2.7% | 271,561 | +3.4% | 1.24% | -3.6% |
| Q3 2021 | $14,250,000 | -0.2% | 262,634 | +0.4% | 1.29% | -2.7% |
| Q2 2021 | $14,283,000 | +2.8% | 261,606 | +1.6% | 1.32% | -3.9% |
| Q1 2021 | $13,896,000 | +242.0% | 257,580 | +255.1% | 1.38% | +124.1% |
| Q4 2020 | $4,063,000 | -69.5% | 72,531 | -69.5% | 0.61% | -61.4% |
| Q3 2020 | $13,316,000 | -99.9% | 237,455 | +3.8% | 1.59% | -2.4% |
| Q2 2020 | $12,869,612,000 | +107631.6% | 228,833 | +4.0% | 1.63% | -10.3% |
| Q1 2020 | $11,946,000 | +1.7% | 220,137 | +0.1% | 1.82% | +19.6% |
| Q4 2019 | $11,748,000 | -4.9% | 219,886 | -3.7% | 1.52% | -11.1% |
| Q3 2019 | $12,350,000 | +9.8% | 228,288 | +7.6% | 1.71% | +8.4% |
| Q2 2019 | $11,244,000 | +13.7% | 212,161 | +11.3% | 1.57% | +8.3% |
| Q1 2019 | $9,889,000 | – | 190,618 | – | 1.45% | – |
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% |