SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,870 | +113.5% | 106,841 | +115.5% | 0.06% | +106.9% |
| Q1 2024 | $2,281 | -13.4% | 49,580 | -12.2% | 0.03% | -19.4% |
| Q4 2023 | $2,633 | -100.0% | 56,479 | +831.8% | 0.04% | +500.0% |
| Q4 2021 | $327,000,000 | +101138.4% | 6,061 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $323,000 | +35.7% | 5,944 | +36.5% | 0.01% | +20.0% |
| Q2 2021 | $238,000 | – | 4,355 | – | 0.01% | – |
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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% |