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 | $6,928 | -71.6% | 152 | -71.3% | 0.00% | – |
| Q1 2024 | $24,380 | +1352.9% | 530 | +1372.2% | 0.00% | – |
| Q4 2023 | $1,678 | -96.6% | 36 | -96.8% | 0.00% | – |
| Q3 2023 | $49,158 | +2357.9% | 1,111 | +2609.8% | 0.00% | – |
| Q3 2022 | $2,000 | -88.9% | 41 | -89.4% | 0.00% | – |
| Q2 2022 | $18,000 | -53.8% | 385 | -50.4% | 0.00% | – |
| Q1 2022 | $39,000 | -63.6% | 776 | -61.1% | 0.00% | – |
| Q4 2021 | $107,000 | -29.1% | 1,995 | -28.3% | 0.00% | – |
| Q3 2021 | $151,000 | +71.6% | 2,784 | +72.1% | 0.00% | – |
| Q2 2021 | $88,000 | +528.6% | 1,618 | +508.3% | 0.00% | – |
| Q1 2021 | $14,000 | -91.2% | 266 | -90.7% | 0.00% | – |
| Q4 2020 | $160,000 | -6.4% | 2,848 | -6.8% | 0.00% | – |
| Q3 2020 | $171,000 | +106.0% | 3,056 | +108.2% | 0.00% | – |
| Q2 2020 | $83,000 | -21.0% | 1,468 | -24.3% | 0.00% | – |
| Q1 2020 | $105,000 | +138.6% | 1,940 | +137.2% | 0.00% | – |
| Q4 2019 | $44,000 | +528.6% | 818 | +505.9% | 0.00% | – |
| Q3 2019 | $7,000 | – | 135 | +13400.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |