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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $295 | -17.8% | 6,469 | -17.2% | 0.02% | -16.0% |
Q1 2024 | $359 | -3.2% | 7,813 | -1.8% | 0.02% | -10.7% |
Q4 2023 | $371 | +1.6% | 7,960 | -3.5% | 0.03% | -9.7% |
Q3 2023 | $365 | -37.6% | 8,246 | -35.0% | 0.03% | -29.5% |
Q2 2023 | $585 | -12.6% | 12,681 | -11.1% | 0.04% | -18.5% |
Q1 2023 | $669 | -8.2% | 14,271 | -10.7% | 0.05% | -18.2% |
Q4 2022 | $729 | -100.0% | 15,973 | -64.5% | 0.07% | -72.6% |
Q3 2022 | $2,040,000 | -7.3% | 45,029 | -2.1% | 0.24% | -4.0% |
Q2 2022 | $2,201,000 | -21.2% | 45,978 | -16.8% | 0.25% | -9.1% |
Q1 2022 | $2,794,000 | -55.1% | 55,249 | -52.2% | 0.28% | -54.0% |
Q4 2021 | $6,225,000 | +5.8% | 115,488 | +6.5% | 0.60% | -2.4% |
Q3 2021 | $5,885,000 | -20.2% | 108,457 | -19.7% | 0.62% | -18.2% |
Q2 2021 | $7,377,000 | -1.7% | 135,107 | -2.8% | 0.75% | -9.4% |
Q1 2021 | $7,503,000 | -8.3% | 139,064 | -4.7% | 0.83% | -18.0% |
Q4 2020 | $8,178,000 | -0.8% | 145,957 | -0.7% | 1.01% | -9.5% |
Q3 2020 | $8,246,000 | -0.3% | 147,047 | +0.0% | 1.12% | -6.3% |
Q2 2020 | $8,268,000 | +4.1% | 147,007 | +0.5% | 1.19% | -4.4% |
Q1 2020 | $7,939,000 | -9.2% | 146,293 | -10.6% | 1.25% | +2.8% |
Q4 2019 | $8,742,000 | -4.2% | 163,621 | -3.4% | 1.21% | -2.6% |
Q3 2019 | $9,125,000 | +5.3% | 169,445 | +3.7% | 1.25% | +3.9% |
Q2 2019 | $8,663,000 | -47.4% | 163,448 | -48.5% | 1.20% | +7.8% |
Q1 2019 | $16,474,000 | – | 317,562 | – | 1.11% | – |
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% |