SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 330 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,510 | -0.4% | 98,940 | +0.5% | 0.02% | -5.3% |
Q1 2024 | $4,527 | +0.8% | 98,405 | +2.2% | 0.02% | -9.5% |
Q4 2023 | $4,490 | +19.4% | 96,301 | +13.3% | 0.02% | 0.0% |
Q3 2023 | $3,759 | +486.4% | 84,996 | +512.1% | 0.02% | +425.0% |
Q2 2023 | $641 | -1.4% | 13,886 | +0.2% | 0.00% | -20.0% |
Q1 2023 | $650 | -47.9% | 13,865 | -49.3% | 0.01% | -37.5% |
Q4 2022 | $1,248 | -99.9% | 27,334 | +42.6% | 0.01% | +14.3% |
Q3 2022 | $869,000 | -7.4% | 19,174 | -2.1% | 0.01% | 0.0% |
Q2 2022 | $938,000 | -24.1% | 19,589 | -19.9% | 0.01% | -22.2% |
Q1 2022 | $1,236,000 | -8.0% | 24,447 | -1.9% | 0.01% | -10.0% |
Q4 2021 | $1,343,000 | +4.1% | 24,913 | +4.8% | 0.01% | 0.0% |
Q3 2021 | $1,290,000 | -5.9% | 23,774 | -5.3% | 0.01% | -16.7% |
Q2 2021 | $1,371,000 | +19.8% | 25,109 | +18.4% | 0.01% | +9.1% |
Q1 2021 | $1,144,000 | -16.5% | 21,199 | -13.3% | 0.01% | -26.7% |
Q4 2020 | $1,370,000 | -21.8% | 24,453 | -21.8% | 0.02% | -31.8% |
Q3 2020 | $1,753,000 | +30.9% | 31,252 | +31.3% | 0.02% | +22.2% |
Q2 2020 | $1,339,000 | +86.0% | 23,807 | +79.6% | 0.02% | +50.0% |
Q1 2020 | $720,000 | -5.0% | 13,258 | -6.5% | 0.01% | +9.1% |
Q4 2019 | $758,000 | +0.9% | 14,182 | +1.7% | 0.01% | -8.3% |
Q3 2019 | $751,000 | +2.6% | 13,940 | +0.9% | 0.01% | +20.0% |
Q2 2019 | $732,000 | +10.4% | 13,810 | +8.0% | 0.01% | 0.0% |
Q1 2019 | $663,000 | -39.6% | 12,782 | -41.0% | 0.01% | -50.0% |
Q4 2018 | $1,097,000 | +6.7% | 21,676 | +6.0% | 0.02% | +17.6% |
Q3 2018 | $1,028,000 | -33.1% | 20,450 | -32.6% | 0.02% | -50.0% |
Q2 2018 | $1,537,000 | -1.3% | 30,356 | -0.5% | 0.03% | +3.0% |
Q1 2018 | $1,557,000 | +3.9% | 30,510 | +6.0% | 0.03% | +13.8% |
Q4 2017 | $1,498,000 | +77.9% | 28,790 | +78.9% | 0.03% | +70.6% |
Q3 2017 | $842,000 | +155.2% | 16,090 | +154.8% | 0.02% | +183.3% |
Q2 2017 | $330,000 | – | 6,315 | – | 0.01% | – |
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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% |