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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,505,074 | +52.9% | 160,984 | +45.1% | 0.01% | +50.0% |
| Q3 2023 | $4,907,982 | +20830.5% | 110,965 | +21743.5% | 0.01% | – |
| Q2 2023 | $23,449 | -99.7% | 508 | -99.7% | 0.00% | -100.0% |
| Q1 2023 | $6,856,835 | -100.0% | 146,170 | -56.2% | 0.01% | -61.5% |
| Q4 2021 | $17,980,824,000 | +172.9% | 333,596 | +174.7% | 0.03% | +188.9% |
| Q3 2021 | $6,589,334,000 | -69.6% | 121,440 | -69.5% | 0.01% | -69.0% |
| Q2 2021 | $21,707,923,000 | +281.3% | 397,581 | +276.8% | 0.03% | +262.5% |
| Q1 2021 | $5,692,750,000 | -32.3% | 105,519 | -29.7% | 0.01% | -50.0% |
| Q4 2020 | $8,411,336,000 | +225.3% | 150,122 | +225.6% | 0.02% | +300.0% |
| Q3 2020 | $2,585,400,000 | +126.5% | 46,102 | +127.2% | 0.00% | +100.0% |
| Q2 2020 | $1,141,278,000 | +22.6% | 20,293 | +18.3% | 0.00% | 0.0% |
| Q1 2020 | $931,165,000 | -17.2% | 17,158 | -18.5% | 0.00% | 0.0% |
| Q4 2019 | $1,124,327,000 | +22.9% | 21,043 | +23.9% | 0.00% | 0.0% |
| Q3 2019 | $914,858,000 | +70.4% | 16,989 | +67.7% | 0.00% | +100.0% |
| Q2 2019 | $536,890,000 | +12.6% | 10,130 | +10.2% | 0.00% | 0.0% |
| Q1 2019 | $476,933,000 | +16.9% | 9,193 | +14.0% | 0.00% | 0.0% |
| Q4 2018 | $407,958,000 | +8.6% | 8,064 | +7.9% | 0.00% | 0.0% |
| Q3 2018 | $375,568,000 | +18.5% | 7,474 | +19.4% | 0.00% | 0.0% |
| Q2 2018 | $316,905,000 | +57.4% | 6,258 | +58.6% | 0.00% | – |
| Q1 2018 | $201,376,000 | – | 3,947 | – | 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% |