SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,387,581 | -0.3% | 140,140 | +0.6% | 0.59% | -5.1% |
| Q1 2024 | $6,409,962 | +103.1% | 139,347 | +105.8% | 0.62% | +90.2% |
| Q4 2023 | $3,156,267 | +13.1% | 67,702 | +7.3% | 0.33% | +4.8% |
| Q3 2023 | $2,791,797 | +0.5% | 63,120 | +4.8% | 0.31% | +3.0% |
| Q2 2023 | $2,779,247 | +1.6% | 60,209 | +3.3% | 0.30% | -3.2% |
| Q1 2023 | $2,735,041 | +1.6% | 58,304 | -1.2% | 0.31% | -11.6% |
| Q4 2022 | $2,692,894 | +1.2% | 58,990 | +0.5% | 0.35% | -7.8% |
| Q3 2022 | $2,660,000 | -6.0% | 58,705 | -0.7% | 0.38% | -1.0% |
| Q2 2022 | $2,829,000 | -12.1% | 59,095 | -1.0% | 0.39% | +10.9% |
| Q4 2021 | $3,218,000 | +5.2% | 59,694 | +5.9% | 0.35% | -16.5% |
| Q3 2021 | $3,058,000 | +246.7% | 56,359 | +238.4% | 0.42% | +76.8% |
| Q2 2019 | $882,000 | -26.9% | 16,657 | -30.7% | 0.24% | -43.2% |
| Q3 2018 | $1,207,000 | -67.6% | 24,034 | -66.4% | 0.42% | -70.5% |
| Q4 2017 | $3,731,000 | +34.5% | 71,571 | +35.1% | 1.41% | +31.3% |
| Q3 2017 | $2,774,000 | +1178.3% | 52,995 | +1159.4% | 1.08% | +1110.1% |
| Q1 2017 | $217,000 | -44.2% | 4,208 | -44.2% | 0.09% | -55.9% |
| Q4 2016 | $389,000 | +5.7% | 7,545 | +9.9% | 0.20% | -14.8% |
| Q3 2016 | $368,000 | +53.3% | 6,865 | +53.1% | 0.24% | +30.9% |
| Q2 2016 | $240,000 | – | 4,483 | – | 0.18% | – |
Download | ||||||
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% |