SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 468 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
| Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
| Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
| Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
| Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
| Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
| Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
| Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
| Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
| Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
| Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
| Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
| Q1 2018 | $423,000 | – | 8,308 | – | 0.00% | – |
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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% |