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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $221,371 | -4.2% | 5,005 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $231,031 | -7.4% | 5,005 | -5.9% | 0.03% | -11.1% |
Q1 2023 | $249,608 | -52.5% | 5,321 | -53.8% | 0.04% | -52.6% |
Q4 2022 | $525,934 | -29.0% | 11,521 | -29.6% | 0.08% | -33.9% |
Q3 2022 | $741,000 | -10.8% | 16,356 | -5.8% | 0.12% | -7.3% |
Q2 2022 | $831,000 | -5.4% | 17,356 | 0.0% | 0.12% | +13.8% |
Q1 2022 | $878,000 | -9.8% | 17,356 | -2.7% | 0.11% | -11.4% |
Q2 2021 | $973,000 | +1.1% | 17,831 | 0.0% | 0.12% | -3.1% |
Q1 2021 | $962,000 | – | 17,831 | – | 0.13% | – |
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% |