SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $448 | -0.9% | 9,820 | 0.0% | 0.06% | -1.7% |
| Q1 2024 | $452 | -1.3% | 9,820 | 0.0% | 0.06% | -7.8% |
| Q4 2023 | $458 | -28.1% | 9,820 | -31.8% | 0.06% | -34.7% |
| Q3 2023 | $637 | -4.2% | 14,402 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $665 | -1.6% | 14,402 | 0.0% | 0.10% | -10.8% |
| Q1 2023 | $676 | -5.7% | 14,402 | -8.3% | 0.11% | -11.2% |
| Q4 2022 | $717 | – | 15,709 | – | 0.12% | – |
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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% |