SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $576,268 | +6.3% | 12,643 | +7.2% | 0.04% | +5.0% |
| Q1 2024 | $542,340 | -10.1% | 11,790 | -8.9% | 0.04% | -16.7% |
| Q4 2023 | $603,216 | +88.4% | 12,939 | +78.8% | 0.05% | +71.4% |
| Q3 2023 | $320,137 | +8.1% | 7,238 | +12.8% | 0.03% | +12.0% |
| Q2 2023 | $296,163 | -3.2% | 6,416 | -1.7% | 0.02% | -7.4% |
| Q1 2023 | $306,041 | -30.8% | 6,524 | -32.6% | 0.03% | -35.7% |
| Q4 2022 | $442,137 | +38.2% | 9,685 | +36.9% | 0.04% | +27.3% |
| Q3 2022 | $320,000 | -91.0% | 7,073 | -90.5% | 0.03% | -92.4% |
| Q2 2022 | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| Q1 2022 | $29,308,000 | +12061.0% | 579,553 | +12877.0% | 3.50% | +12392.9% |
| Q4 2021 | $241,000 | -16.6% | 4,466 | -16.2% | 0.03% | -22.2% |
| Q3 2021 | $289,000 | +36.3% | 5,329 | +37.1% | 0.04% | +33.3% |
| Q2 2021 | $212,000 | -99.8% | 3,886 | +57.1% | 0.03% | -18.2% |
| Q4 2016 | $127,411,000 | – | 2,474 | – | 0.03% | – |
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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% |