SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 505 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,151,624 | -47.7% | 25,266 | -47.2% | 0.02% | -50.0% |
| Q1 2024 | $2,202,112 | -17.9% | 47,872 | -16.7% | 0.03% | -22.7% |
| Q4 2023 | $2,683,396 | -22.7% | 57,448 | -26.8% | 0.04% | -29.0% |
| Q3 2023 | $3,469,885 | -8.5% | 78,451 | -4.5% | 0.06% | -6.1% |
| Q2 2023 | $3,791,825 | -4.9% | 82,145 | -3.4% | 0.07% | -14.3% |
| Q1 2023 | $3,987,067 | +0.5% | 84,993 | -2.2% | 0.08% | -3.8% |
| Q4 2022 | $3,966,319 | -3.8% | 86,886 | -4.5% | 0.08% | -10.1% |
| Q3 2022 | $4,122,463 | -10.4% | 90,984 | -5.4% | 0.09% | -4.3% |
| Q2 2022 | $4,603,223 | -18.8% | 96,161 | -14.2% | 0.09% | -6.1% |
| Q1 2022 | $5,669,564 | -11.1% | 112,113 | -5.2% | 0.10% | -8.3% |
| Q4 2021 | $6,377,705 | -0.8% | 118,325 | -0.2% | 0.11% | -12.2% |
| Q3 2021 | $6,432,285 | -2.4% | 118,546 | -1.8% | 0.12% | -2.4% |
| Q2 2021 | $6,588,746 | -3.0% | 120,673 | -4.1% | 0.13% | -8.0% |
| Q1 2021 | $6,790,057 | -3.4% | 125,858 | +0.3% | 0.14% | -8.7% |
| Q4 2020 | $7,030,879 | +2.1% | 125,484 | +2.2% | 0.15% | -7.4% |
| Q3 2020 | $6,886,392 | +15.3% | 122,796 | +15.7% | 0.16% | +3.8% |
| Q2 2020 | $5,971,231 | +33.9% | 106,174 | +29.2% | 0.16% | +14.7% |
| Q1 2020 | $4,461,059 | -8.6% | 82,201 | -10.1% | 0.14% | +14.3% |
| Q4 2019 | $4,883,227 | +0.5% | 91,395 | +1.3% | 0.12% | -6.3% |
| Q3 2019 | $4,858,413 | +3.1% | 90,221 | +1.5% | 0.13% | -27.8% |
| Q2 2019 | $4,710,490 | +7.1% | 88,877 | +4.9% | 0.18% | +4.8% |
| Q1 2019 | $4,396,195 | -6.1% | 84,738 | -8.5% | 0.17% | -15.6% |
| Q4 2018 | $4,683,942 | -7.1% | 92,587 | -7.8% | 0.20% | +5.3% |
| Q3 2018 | $5,044,077 | +0.6% | 100,380 | +1.4% | 0.19% | -7.4% |
| Q2 2018 | $5,012,680 | -14.2% | 98,987 | -13.6% | 0.20% | -15.4% |
| Q1 2018 | $5,843,047 | – | 114,525 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |