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 | $2,364,326 | -1.3% | 51,872 | -0.4% | 1.62% | +3.0% |
| Q1 2024 | $2,394,714 | -43.2% | 52,059 | -45.4% | 1.58% | -50.3% |
| Q3 2023 | $4,219,598 | -8.9% | 95,401 | -4.9% | 3.18% | -6.1% |
| Q2 2023 | $4,631,737 | -4.1% | 100,341 | -2.6% | 3.38% | -6.3% |
| Q1 2023 | $4,832,157 | +0.4% | 103,009 | -2.3% | 3.61% | -0.4% |
| Q4 2022 | $4,811,402 | – | 105,398 | – | 3.62% | – |
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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% |