Rockbridge Investment Management, LCC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$1,229,000
-9.8%
12,006
-11.8%
0.18%
-19.6%
Q3 2021$1,362,000
-4.0%
13,608
-0.1%
0.22%
-6.6%
Q2 2021$1,419,000
-1.2%
13,623
-5.4%
0.24%
-11.4%
Q1 2021$1,436,000
+9.2%
14,404
-2.5%
0.27%
+1.1%
Q4 2020$1,315,000
+46.3%
14,779
+12.3%
0.27%
+26.3%
Q3 2020$899,000
-14.1%
13,159
-17.9%
0.21%
-21.7%
Q2 2020$1,047,00016,0220.27%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Spectrum Management Group, LLC 682,986$37,291,00026.25%
KAYS FINANCIAL ADVISORY CORP /ADV 426,567$22,864,00016.48%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 379,039$20,316,00014.73%
Financial Management Professionals, Inc. 360,667$19,332,00013.29%
HBK Sorce Advisory LLC 569,484$30,524,00011.14%
MERIDIAN MANAGEMENT CO 176,905$9,482,0007.51%
Tuttle Capital Management, LLC 116,803$6,260,0005.31%
Avior Wealth Management, LLC 101,059$5,417,0004.52%
SVA Wealth Management, LLC 129,431$6,938,0003.28%
Gemmer Asset Management LLC 79,581$4,266,0003.04%
View complete list of SCHWAB STRATEGIC TR shareholders