SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,353,184 | -4.4% | 29,643 | -7.7% | 0.16% | -8.9% |
| Q3 2022 | $1,415,000 | -8.1% | 32,133 | +0.4% | 0.18% | -17.9% |
| Q2 2022 | $1,540,000 | -4.9% | 32,004 | -0.1% | 0.22% | -8.4% |
| Q1 2022 | $1,620,000 | -20.9% | 32,035 | -15.7% | 0.24% | -29.2% |
| Q4 2021 | $2,048,000 | -0.8% | 37,992 | -0.2% | 0.34% | -9.7% |
| Q3 2021 | $2,065,000 | +13.3% | 38,064 | +14.1% | 0.37% | -11.8% |
| Q2 2021 | $1,822,000 | -1.1% | 33,370 | -2.2% | 0.42% | -48.8% |
| Q1 2021 | $1,842,000 | -6.4% | 34,138 | -2.9% | 0.82% | -51.2% |
| Q4 2020 | $1,969,000 | +0.9% | 35,150 | +1.0% | 1.69% | +7.9% |
| Q3 2020 | $1,952,000 | -19.6% | 34,810 | -19.3% | 1.56% | -38.0% |
| Q2 2020 | $2,427,000 | +7.0% | 43,148 | +3.2% | 2.52% | -32.8% |
| Q1 2020 | $2,269,000 | -14.8% | 41,811 | -16.1% | 3.75% | +25.6% |
| Q4 2019 | $2,663,000 | – | 49,843 | – | 2.99% | – |
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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% |