SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 500 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $343 | -0.9% | 7,528 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $346 | -10.6% | 7,528 | -9.2% | 0.01% | -18.2% |
| Q4 2023 | $387 | -27.1% | 8,292 | -30.9% | 0.01% | -31.2% |
| Q3 2023 | $531 | -4.3% | 11,998 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $555 | -10.6% | 12,028 | -9.1% | 0.02% | -15.8% |
| Q1 2023 | $621 | +2.8% | 13,228 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $604 | -99.9% | 13,228 | -0.1% | 0.02% | -10.0% |
| Q3 2022 | $600,000 | -13.8% | 13,243 | -8.9% | 0.02% | -9.1% |
| Q2 2022 | $696,000 | -5.4% | 14,543 | -0.0% | 0.02% | 0.0% |
| Q1 2022 | $736,000 | -6.1% | 14,546 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $784,000 | -13.6% | 14,546 | -13.0% | 0.02% | -20.7% |
| Q3 2021 | $907,000 | -0.7% | 16,721 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $913,000 | -2.6% | 16,721 | -3.7% | 0.03% | -3.3% |
| Q1 2021 | $937,000 | -0.7% | 17,361 | +3.1% | 0.03% | -6.2% |
| Q4 2020 | $944,000 | -16.9% | 16,841 | -16.9% | 0.03% | -27.3% |
| Q3 2020 | $1,136,000 | -2.7% | 20,259 | -2.3% | 0.04% | -8.3% |
| Q2 2020 | $1,167,000 | -10.8% | 20,744 | -14.0% | 0.05% | -21.3% |
| Q1 2020 | $1,309,000 | -11.0% | 24,124 | -12.3% | 0.06% | +13.0% |
| Q4 2019 | $1,470,000 | -24.4% | 27,506 | -23.8% | 0.05% | -27.0% |
| Q3 2019 | $1,944,000 | -21.1% | 36,094 | -22.4% | 0.07% | -24.5% |
| Q2 2019 | $2,465,000 | -4.7% | 46,514 | -6.7% | 0.10% | -10.1% |
| Q1 2019 | $2,587,000 | +17.0% | 49,857 | +14.0% | 0.11% | +5.8% |
| Q4 2018 | $2,212,000 | +39.0% | 43,724 | +38.1% | 0.10% | +53.7% |
| Q3 2018 | $1,591,000 | +35.5% | 31,669 | +36.6% | 0.07% | +21.8% |
| Q2 2018 | $1,174,000 | +208.9% | 23,190 | +211.6% | 0.06% | +205.6% |
| Q1 2018 | $380,000 | – | 7,442 | – | 0.02% | – |
Download | ||||||
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% |