SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,277,036 | +27.9% | 28,017 | +29.1% | 0.08% | +22.1% |
| Q1 2024 | $998,634 | -0.1% | 21,709 | +1.2% | 0.07% | -10.5% |
| Q4 2023 | $999,585 | +21.4% | 21,441 | +15.2% | 0.08% | +10.1% |
| Q3 2023 | $823,349 | +3.1% | 18,615 | +7.6% | 0.07% | +3.0% |
| Q2 2023 | $798,248 | +9.7% | 17,293 | +11.5% | 0.07% | +4.7% |
| Q1 2023 | $727,533 | +61.6% | 15,509 | +57.2% | 0.06% | +45.5% |
| Q4 2022 | $450,340 | -7.9% | 9,865 | -8.5% | 0.04% | -15.4% |
| Q3 2022 | $489,000 | +34.0% | 10,785 | +41.3% | 0.05% | +36.8% |
| Q2 2022 | $365,000 | +31.3% | 7,633 | +38.8% | 0.04% | +46.2% |
| Q1 2022 | $278,000 | +32.4% | 5,499 | +41.1% | 0.03% | +36.8% |
| Q4 2021 | $210,000 | -44.6% | 3,898 | -47.8% | 0.02% | -91.4% |
| Q3 2013 | $379,000 | – | 7,464 | +746300.0% | 0.22% | – |
| Q2 2013 | $0 | – | 1 | – | 0.00% | – |
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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% |