SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $762,803 | -0.8% | 16,735 | +0.1% | 0.10% | +1.0% |
Q1 2024 | $769,245 | -27.7% | 16,723 | -26.7% | 0.10% | -32.2% |
Q4 2023 | $1,063,291 | +5.2% | 22,808 | -0.2% | 0.15% | -4.4% |
Q3 2023 | $1,010,456 | +7.7% | 22,845 | +12.4% | 0.16% | +12.0% |
Q2 2023 | $938,521 | -2.5% | 20,332 | -0.9% | 0.14% | -4.7% |
Q1 2023 | $962,642 | +4.2% | 20,521 | +1.4% | 0.15% | +5.7% |
Q4 2022 | $923,867 | +66.5% | 20,238 | +65.2% | 0.14% | +53.3% |
Q3 2022 | $555,000 | -6.2% | 12,248 | -0.9% | 0.09% | -1.1% |
Q2 2022 | $592,000 | -2.0% | 12,359 | +3.5% | 0.09% | +10.7% |
Q1 2022 | $604,000 | -4.3% | 11,944 | +2.0% | 0.08% | -11.6% |
Q4 2021 | $631,000 | -0.6% | 11,713 | +0.0% | 0.10% | -5.0% |
Q3 2021 | $635,000 | -0.6% | 11,711 | +0.0% | 0.10% | 0.0% |
Q2 2021 | $639,000 | +29.6% | 11,706 | +28.0% | 0.10% | +16.3% |
Q1 2021 | $493,000 | -3.0% | 9,145 | +0.9% | 0.09% | -7.5% |
Q4 2020 | $508,000 | +0.6% | 9,066 | +0.7% | 0.09% | -5.1% |
Q3 2020 | $505,000 | +0.4% | 9,001 | +0.6% | 0.10% | -8.4% |
Q2 2020 | $503,000 | +3.9% | 8,950 | +0.3% | 0.11% | -8.5% |
Q1 2020 | $484,000 | +2.8% | 8,925 | +1.2% | 0.12% | +24.5% |
Q4 2019 | $471,000 | -0.8% | 8,823 | +0.0% | 0.09% | +3.3% |
Q3 2019 | $475,000 | +1.5% | 8,822 | +0.0% | 0.09% | +1.1% |
Q2 2019 | $468,000 | +2.2% | 8,821 | +0.0% | 0.09% | 0.0% |
Q1 2019 | $458,000 | – | 8,820 | – | 0.09% | – |
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% |