SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 468 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,310 | -5.8% | 94,563 | -4.9% | 0.01% | -12.5% |
| Q1 2024 | $4,574 | -1.6% | 99,425 | -0.3% | 0.01% | -11.1% |
| Q4 2023 | $4,650 | -2.4% | 99,746 | -7.4% | 0.01% | -10.0% |
| Q3 2023 | $4,763 | -5.6% | 107,677 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $5,046 | -12.4% | 109,304 | -11.0% | 0.01% | -16.7% |
| Q1 2023 | $5,760 | -5.9% | 122,800 | -8.4% | 0.01% | -20.0% |
| Q4 2022 | $6,118 | -99.9% | 134,030 | +7.2% | 0.02% | 0.0% |
| Q3 2022 | $5,664,000 | -5.8% | 125,007 | -0.5% | 0.02% | -6.2% |
| Q2 2022 | $6,014,000 | +108.2% | 125,640 | +119.9% | 0.02% | +128.6% |
| Q1 2022 | $2,889,000 | +49.4% | 57,147 | +59.2% | 0.01% | +75.0% |
| Q4 2021 | $1,934,000 | +14.4% | 35,895 | +15.1% | 0.00% | 0.0% |
| Q3 2021 | $1,691,000 | +2.8% | 31,177 | +3.5% | 0.00% | 0.0% |
| Q2 2021 | $1,645,000 | +114.8% | 30,136 | +112.2% | 0.00% | +100.0% |
| Q1 2021 | $766,000 | -0.4% | 14,204 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $769,000 | -22.9% | 13,740 | -22.7% | 0.00% | -33.3% |
| Q3 2020 | $997,000 | +22.0% | 17,784 | +22.4% | 0.00% | 0.0% |
| Q2 2020 | $817,000 | -91.8% | 14,527 | -92.1% | 0.00% | -93.6% |
| Q1 2020 | $10,022,000 | +1.6% | 184,682 | +0.0% | 0.05% | +23.7% |
| Q4 2019 | $9,866,000 | +6.8% | 184,670 | +7.6% | 0.04% | -2.6% |
| Q3 2019 | $9,240,000 | +2215.8% | 171,593 | +2176.1% | 0.04% | +1850.0% |
| Q2 2019 | $399,000 | -33.6% | 7,539 | -35.0% | 0.00% | -33.3% |
| Q1 2019 | $601,000 | +0.8% | 11,594 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $596,000 | – | 11,789 | – | 0.00% | – |
Download | ||||||
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% |