SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,184,644 | -3.9% | 69,870 | -3.0% | 0.01% | -11.1% |
Q1 2024 | $3,314,605 | +3.6% | 72,057 | -98.3% | 0.01% | -18.2% |
Q4 2023 | $3,198,540 | -19.7% | 4,298,526 | +4670.8% | 0.01% | -42.1% |
Q3 2023 | $3,985,159 | -12.5% | 90,101 | -8.7% | 0.02% | +5.6% |
Q2 2023 | $4,554,356 | +72.3% | 98,665 | +75.1% | 0.02% | +200.0% |
Q1 2023 | $2,643,781 | -1.0% | 56,359 | -3.7% | 0.01% | -64.7% |
Q4 2022 | $2,670,965 | +82.7% | 58,510 | +81.4% | 0.02% | -5.6% |
Q3 2022 | $1,462,000 | -12.4% | 32,259 | -7.5% | 0.02% | 0.0% |
Q2 2022 | $1,669,000 | -24.2% | 34,865 | -20.0% | 0.02% | -47.1% |
Q1 2022 | $2,203,000 | -85.2% | 43,564 | -84.3% | 0.03% | -85.0% |
Q4 2021 | $14,928,000 | +5.3% | 276,956 | +6.1% | 0.23% | -27.2% |
Q3 2021 | $14,170,000 | -1.1% | 261,151 | -0.4% | 0.31% | -0.3% |
Q2 2021 | $14,322,000 | +1.0% | 262,300 | -0.2% | 0.31% | -7.1% |
Q1 2021 | $14,180,000 | -3.9% | 262,844 | -0.2% | 0.34% | -28.8% |
Q4 2020 | $14,750,000 | +100.9% | 263,245 | +101.7% | 0.47% | +16.5% |
Q2 2020 | $7,342,000 | +209.4% | 130,540 | +198.6% | 0.41% | +172.5% |
Q1 2020 | $2,373,000 | +918.5% | 43,724 | +904.2% | 0.15% | +1141.7% |
Q4 2019 | $233,000 | -20.5% | 4,354 | -20.0% | 0.01% | -29.4% |
Q3 2019 | $293,000 | -22.1% | 5,440 | -23.3% | 0.02% | -29.2% |
Q2 2019 | $376,000 | – | 7,091 | – | 0.02% | – |
Download |
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% |