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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $789,000 | -6.6% | 15,602 | -0.4% | 0.59% | -2.6% |
| Q4 2021 | $845,000 | -2.1% | 15,669 | -1.5% | 0.61% | -9.9% |
| Q3 2021 | $863,000 | -1.8% | 15,902 | -1.2% | 0.67% | +12.3% |
| Q2 2021 | $879,000 | +0.9% | 16,091 | -0.4% | 0.60% | -11.1% |
| Q1 2021 | $871,000 | -9.1% | 16,152 | -5.6% | 0.68% | -24.4% |
| Q4 2020 | $958,000 | -7.8% | 17,105 | -7.7% | 0.89% | -24.8% |
| Q3 2020 | $1,039,000 | -2.1% | 18,524 | -1.8% | 1.19% | -22.0% |
| Q2 2020 | $1,061,000 | +2.3% | 18,865 | -1.3% | 1.52% | -17.9% |
| Q1 2020 | $1,037,000 | -18.1% | 19,106 | -19.4% | 1.85% | +63.0% |
| Q4 2019 | $1,266,000 | – | 23,704 | – | 1.14% | – |
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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% |