SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $727,000 | -16.6% | 16,366 | -13.7% | 0.00% | – |
| Q1 2024 | $872,000 | +9.4% | 18,956 | +5.7% | 0.00% | – |
| Q4 2023 | $797,000 | -16.4% | 17,939 | -16.8% | 0.00% | – |
| Q3 2023 | $953,000 | +121.6% | 21,570 | +131.3% | 0.00% | – |
| Q2 2023 | $430,000 | +11.4% | 9,324 | +13.1% | 0.00% | – |
| Q1 2023 | $386,000 | +0.3% | 8,247 | -2.3% | 0.00% | – |
| Q4 2022 | $385,000 | -1.3% | 8,442 | -1.9% | 0.00% | – |
| Q3 2022 | $390,000 | -26.0% | 8,605 | -21.9% | 0.00% | – |
| Q2 2022 | $527,000 | -37.9% | 11,024 | -34.4% | 0.00% | – |
| Q1 2022 | $849,000 | +60.2% | 16,794 | +70.7% | 0.00% | – |
| Q4 2021 | $530,000 | +3.9% | 9,839 | +4.7% | 0.00% | – |
| Q3 2021 | $510,000 | +0.2% | 9,393 | +0.7% | 0.00% | – |
| Q2 2021 | $509,000 | +88.5% | 9,325 | +86.6% | 0.00% | – |
| Q1 2021 | $270,000 | -32.3% | 4,996 | -29.9% | 0.00% | – |
| Q4 2020 | $399,000 | +41.5% | 7,127 | +41.6% | 0.00% | – |
| Q3 2020 | $282,000 | -4.1% | 5,033 | -3.7% | 0.00% | – |
| Q2 2020 | $294,000 | -20.8% | 5,224 | -23.5% | 0.00% | – |
| Q1 2020 | $371,000 | -21.4% | 6,829 | -22.6% | 0.00% | – |
| Q4 2019 | $472,000 | +48.0% | 8,825 | +48.7% | 0.00% | – |
| Q3 2019 | $319,000 | +3.2% | 5,935 | +1.6% | 0.00% | – |
| Q2 2019 | $309,000 | +42.4% | 5,841 | +40.0% | 0.00% | – |
| Q1 2019 | $217,000 | +13.0% | 4,172 | +9.6% | 0.00% | – |
| Q4 2018 | $192,000 | -49.1% | 3,808 | -49.2% | 0.00% | – |
| Q3 2018 | $377,000 | +109.4% | 7,502 | +111.2% | 0.00% | – |
| Q2 2018 | $180,000 | -27.1% | 3,552 | -26.8% | 0.00% | – |
| Q1 2018 | $247,000 | -84.0% | 4,855 | -83.7% | 0.00% | -100.0% |
| Q4 2017 | $1,548,000 | +800.0% | 29,740 | +806.7% | 0.00% | – |
| Q3 2017 | $172,000 | +79.2% | 3,280 | +80.2% | 0.00% | – |
| Q2 2017 | $96,000 | -83.3% | 1,820 | -83.6% | 0.00% | – |
| Q1 2017 | $576,000 | +23.6% | 11,122 | +23.1% | 0.00% | – |
| Q4 2016 | $466,000 | +18.6% | 9,036 | +23.5% | 0.00% | – |
| Q3 2016 | $393,000 | +42.4% | 7,319 | +42.9% | 0.00% | – |
| Q2 2016 | $276,000 | -0.7% | 5,122 | -2.4% | 0.00% | – |
| Q1 2016 | $278,000 | +89.1% | 5,249 | +82.8% | 0.00% | – |
| Q4 2015 | $147,000 | +162.5% | 2,872 | +169.2% | 0.00% | – |
| Q3 2015 | $56,000 | -12.5% | 1,067 | -14.0% | 0.00% | – |
| Q2 2015 | $64,000 | -96.1% | 1,240 | -96.0% | 0.00% | -100.0% |
| Q1 2015 | $1,656,000 | -47.7% | 31,297 | -48.2% | 0.00% | -50.0% |
| Q4 2014 | $3,166,000 | +5988.5% | 60,475 | +5947.5% | 0.00% | – |
| Q3 2014 | $52,000 | -97.9% | 1,000 | -97.9% | 0.00% | -100.0% |
| Q2 2014 | $2,496,000 | +379.1% | 48,089 | +364.5% | 0.00% | – |
| Q4 2013 | $521,000 | +323.6% | 10,353 | +328.7% | 0.00% | – |
| Q3 2013 | $123,000 | -86.9% | 2,415 | -87.0% | 0.00% | -100.0% |
| Q2 2013 | $941,000 | – | 18,628 | – | 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% |