SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 500 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,152,643 | +23.1% | 47,228 | +24.2% | 0.04% | +23.3% |
| Q1 2024 | $1,748,759 | +3.1% | 38,016 | +4.4% | 0.03% | -6.2% |
| Q4 2023 | $1,696,940 | +26.6% | 36,399 | +20.1% | 0.03% | +14.3% |
| Q3 2023 | $1,340,717 | +6.4% | 30,312 | +11.1% | 0.03% | +7.7% |
| Q2 2023 | $1,259,829 | +8.3% | 27,293 | +10.0% | 0.03% | +4.0% |
| Q1 2023 | $1,163,517 | +23.0% | 24,803 | +19.7% | 0.02% | +13.6% |
| Q4 2022 | $946,213 | +52.9% | 20,728 | +51.7% | 0.02% | +83.3% |
| Q3 2022 | $619,000 | +5.8% | 13,662 | +11.8% | 0.01% | +9.1% |
| Q2 2022 | $585,000 | +84.0% | 12,219 | +94.4% | 0.01% | +83.3% |
| Q1 2022 | $318,000 | +26.7% | 6,284 | +35.0% | 0.01% | +50.0% |
| Q4 2021 | $251,000 | +19.5% | 4,654 | +20.4% | 0.00% | 0.0% |
| Q3 2021 | $210,000 | – | 3,866 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |