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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,119,000 | +194.5% | 20,767 | +196.2% | 0.25% | +194.1% |
| Q3 2021 | $380,000 | -57.1% | 7,012 | -56.3% | 0.08% | -33.1% |
| Q2 2021 | $885,000 | +116.9% | 16,047 | +112.3% | 0.13% | +25.7% |
| Q1 2021 | $408,000 | -11.1% | 7,559 | -7.6% | 0.10% | -19.2% |
| Q4 2020 | $459,000 | -24.1% | 8,184 | -1.2% | 0.12% | -33.9% |
| Q3 2020 | $605,000 | +26.8% | 8,287 | -2.4% | 0.19% | +15.2% |
| Q2 2020 | $477,000 | -69.8% | 8,488 | -36.9% | 0.16% | -84.0% |
| Q1 2020 | $1,577,000 | +74.8% | 13,462 | -20.2% | 1.03% | +205.4% |
| Q4 2019 | $902,000 | +1.3% | 16,880 | +2.1% | 0.34% | -6.4% |
| Q3 2019 | $890,000 | +16.8% | 16,534 | +14.9% | 0.36% | +14.0% |
| Q2 2019 | $762,000 | +1.6% | 14,386 | -0.4% | 0.32% | +1.0% |
| Q1 2019 | $750,000 | +9.5% | 14,449 | +6.6% | 0.31% | -1.3% |
| Q4 2018 | $685,000 | – | 13,549 | – | 0.32% | – |
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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% |