SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,224 | -6.9% | 202,372 | -6.1% | 0.51% | -11.0% |
| Q1 2024 | $9,912 | -1.8% | 215,487 | -0.5% | 0.57% | -10.9% |
| Q4 2023 | $10,097 | -0.9% | 216,583 | -6.0% | 0.64% | -10.0% |
| Q3 2023 | $10,187 | -4.7% | 230,310 | -0.6% | 0.71% | -1.8% |
| Q2 2023 | $10,692 | -3.9% | 231,634 | -2.3% | 0.73% | -8.4% |
| Q1 2023 | $11,121 | +0.9% | 237,068 | -1.8% | 0.79% | -4.1% |
| Q4 2022 | $11,022 | -99.9% | 241,446 | -13.5% | 0.83% | -17.6% |
| Q3 2022 | $12,654,000 | -9.2% | 279,269 | -4.1% | 1.00% | -5.8% |
| Q2 2022 | $13,933,000 | -11.0% | 291,067 | -6.0% | 1.07% | -0.8% |
| Q1 2022 | $15,651,000 | -7.6% | 309,487 | -1.6% | 1.08% | -4.6% |
| Q4 2021 | $16,945,000 | +0.1% | 314,384 | +0.7% | 1.13% | -10.7% |
| Q3 2021 | $16,936,000 | -3.2% | 312,130 | -3.7% | 1.26% | -11.4% |
| Q2 2021 | $17,495,000 | 0.0% | 324,285 | 0.0% | 1.42% | 0.0% |
| Q1 2021 | $17,495,000 | -5.0% | 324,285 | -1.3% | 1.42% | -10.4% |
| Q4 2020 | $18,409,000 | +4.3% | 328,563 | +4.4% | 1.59% | +3.7% |
| Q3 2020 | $17,653,000 | +4.9% | 314,782 | +5.2% | 1.53% | -6.3% |
| Q2 2020 | $16,828,000 | +6.3% | 299,218 | +2.6% | 1.64% | -10.7% |
| Q1 2020 | $15,826,000 | +3.9% | 291,615 | +2.3% | 1.83% | +28.7% |
| Q4 2019 | $15,226,000 | +8.4% | 284,972 | +9.2% | 1.42% | -1.1% |
| Q3 2019 | $14,046,000 | +5.9% | 260,845 | +4.2% | 1.44% | +3.1% |
| Q2 2019 | $13,266,000 | +17.9% | 250,306 | +15.4% | 1.40% | +11.1% |
| Q1 2019 | $11,253,000 | +29.7% | 216,907 | +26.5% | 1.26% | +15.3% |
| Q4 2018 | $8,674,000 | -13.1% | 171,457 | -13.7% | 1.09% | +1.5% |
| Q3 2018 | $9,978,000 | +5.4% | 198,572 | +6.2% | 1.07% | -0.2% |
| Q2 2018 | $9,468,000 | +2.4% | 186,970 | +3.2% | 1.08% | 0.0% |
| Q1 2018 | $9,243,000 | +10.4% | 181,167 | +12.6% | 1.08% | +9.0% |
| Q4 2017 | $8,376,000 | +17.1% | 160,959 | +17.8% | 0.99% | +11.8% |
| Q3 2017 | $7,153,000 | +17.8% | 136,613 | +17.6% | 0.88% | +14.8% |
| Q2 2017 | $6,070,000 | +32.1% | 116,179 | +30.9% | 0.77% | +30.3% |
| Q1 2017 | $4,596,000 | -41.3% | 88,749 | -41.6% | 0.59% | +9.5% |
| Q4 2016 | $7,824,000 | +91.4% | 151,930 | +99.5% | 0.54% | -10.5% |
| Q3 2016 | $4,088,000 | +21.3% | 76,173 | +21.4% | 0.60% | +21.1% |
| Q2 2016 | $3,371,000 | +7.7% | 62,747 | +5.9% | 0.50% | +6.0% |
| Q1 2016 | $3,131,000 | +14.8% | 59,270 | +11.9% | 0.47% | +17.2% |
| Q4 2015 | $2,728,000 | -2.8% | 52,977 | -1.6% | 0.40% | -9.9% |
| Q3 2015 | $2,807,000 | +1.5% | 53,834 | +0.7% | 0.44% | +3.5% |
| Q2 2015 | $2,765,000 | -16.8% | 53,453 | -14.9% | 0.43% | -14.5% |
| Q1 2015 | $3,322,000 | +163.9% | 62,795 | +161.2% | 0.50% | +158.8% |
| Q4 2014 | $1,259,000 | – | 24,037 | – | 0.19% | – |
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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% |