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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $338,737 | -81.4% | 7,221 | -79.0% | 0.01% | -89.2% |
| Q2 2019 | $1,818,000 | +60.5% | 34,307 | +57.1% | 0.11% | +58.6% |
| Q1 2019 | $1,133,000 | +2.5% | 21,837 | 0.0% | 0.07% | -6.7% |
| Q4 2018 | $1,105,000 | +1.1% | 21,837 | +0.4% | 0.08% | +17.2% |
| Q3 2018 | $1,093,000 | -77.3% | 21,755 | -77.2% | 0.06% | -77.7% |
| Q2 2018 | $4,822,000 | – | 95,222 | – | 0.29% | – |
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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% |