SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 538 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,271 | -1.5% | 4,679 | -0.6% | 0.02% | -5.9% |
| Q1 2024 | $216,466 | -1.0% | 4,706 | +0.4% | 0.02% | -5.6% |
| Q4 2023 | $218,588 | +6.6% | 4,688 | +1.1% | 0.02% | -5.3% |
| Q3 2023 | $205,141 | -42.3% | 4,638 | -39.8% | 0.02% | -38.7% |
| Q2 2023 | $355,320 | -2.9% | 7,698 | -1.3% | 0.03% | -8.8% |
| Q1 2023 | $365,965 | +3.1% | 7,801 | +0.3% | 0.03% | -2.9% |
| Q4 2022 | $354,882 | +1.4% | 7,774 | +0.6% | 0.04% | -7.9% |
| Q3 2022 | $350,000 | -6.7% | 7,724 | -1.5% | 0.04% | -2.6% |
| Q2 2022 | $375,000 | -5.1% | 7,839 | +0.4% | 0.04% | +14.7% |
| Q1 2022 | $395,000 | -6.0% | 7,807 | +0.2% | 0.03% | -2.9% |
| Q4 2021 | $420,000 | -0.2% | 7,788 | +0.5% | 0.04% | -12.5% |
| Q3 2021 | $421,000 | -0.2% | 7,751 | +0.3% | 0.04% | +21.2% |
| Q2 2021 | $422,000 | -10.8% | 7,724 | -11.8% | 0.03% | -31.2% |
| Q1 2021 | $473,000 | -3.5% | 8,759 | +0.2% | 0.05% | -15.8% |
| Q4 2020 | $490,000 | +0.4% | 8,739 | +0.4% | 0.06% | -20.8% |
| Q3 2020 | $488,000 | 0.0% | 8,700 | +0.3% | 0.07% | -12.2% |
| Q2 2020 | $488,000 | +4.1% | 8,670 | +0.4% | 0.08% | -12.8% |
| Q1 2020 | $469,000 | +2.4% | 8,637 | +0.8% | 0.09% | +28.8% |
| Q4 2019 | $458,000 | -0.2% | 8,565 | +0.5% | 0.07% | -6.4% |
| Q3 2019 | $459,000 | +2.0% | 8,520 | +0.4% | 0.08% | 0.0% |
| Q2 2019 | $450,000 | +2.7% | 8,485 | +0.4% | 0.08% | +1.3% |
| Q1 2019 | $438,000 | +2.8% | 8,448 | +0.3% | 0.08% | -11.5% |
| Q4 2018 | $426,000 | +1.2% | 8,424 | +0.5% | 0.09% | +10.1% |
| Q3 2018 | $421,000 | -0.5% | 8,378 | +0.4% | 0.08% | -7.1% |
| Q2 2018 | $423,000 | -3.2% | 8,343 | -2.5% | 0.08% | -4.5% |
| Q1 2018 | $437,000 | +2.6% | 8,560 | +4.6% | 0.09% | +6.0% |
| Q4 2017 | $426,000 | – | 8,184 | – | 0.08% | – |
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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% |