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 | $5,166,767 | +40.9% | 113,356 | +42.2% | 0.22% | +30.6% |
| Q1 2024 | $3,666,494 | +0.3% | 79,706 | +1.6% | 0.17% | -23.4% |
| Q4 2023 | $3,656,526 | +21.7% | 78,432 | +15.5% | 0.22% | +9.4% |
| Q3 2023 | $3,003,475 | +44.7% | 67,905 | +51.0% | 0.20% | +50.4% |
| Q2 2023 | $2,076,366 | +14.9% | 44,981 | +16.8% | 0.14% | +8.9% |
| Q1 2023 | $1,806,997 | -19.9% | 38,520 | -22.0% | 0.12% | -27.1% |
| Q4 2022 | $2,255,457 | -21.8% | 49,407 | -22.4% | 0.17% | -28.9% |
| Q3 2022 | $2,885,000 | -16.8% | 63,692 | -12.1% | 0.24% | -31.7% |
| Q2 2022 | $3,469,000 | +3.4% | 72,480 | +9.2% | 0.35% | +21.1% |
| Q1 2022 | $3,355,000 | +41.3% | 66,352 | +50.6% | 0.29% | +47.4% |
| Q4 2021 | $2,374,000 | +6.7% | 44,055 | +7.4% | 0.20% | +6.5% |
| Q3 2021 | $2,225,000 | +24.9% | 41,022 | +25.6% | 0.18% | +2.8% |
| Q2 2021 | $1,782,000 | +32.3% | 32,654 | +30.7% | 0.18% | +24.3% |
| Q1 2021 | $1,347,000 | +4.5% | 24,986 | +8.6% | 0.14% | -9.4% |
| Q4 2020 | $1,289,000 | +12.4% | 23,010 | +12.4% | 0.16% | -3.0% |
| Q3 2020 | $1,147,000 | +26.9% | 20,467 | +27.3% | 0.16% | +16.3% |
| Q2 2020 | $904,000 | +3.8% | 16,078 | +0.1% | 0.14% | -18.0% |
| Q1 2020 | $871,000 | -1.2% | 16,065 | -2.8% | 0.17% | +22.0% |
| Q4 2019 | $882,000 | +10.1% | 16,525 | +11.1% | 0.14% | +0.7% |
| Q3 2019 | $801,000 | +7.8% | 14,876 | +6.1% | 0.14% | +5.3% |
| Q2 2019 | $743,000 | +7.4% | 14,023 | +5.0% | 0.13% | -9.5% |
| Q1 2019 | $692,000 | -2.8% | 13,354 | -5.2% | 0.15% | -14.5% |
| Q4 2018 | $712,000 | +2.7% | 14,085 | +2.1% | 0.17% | +16.2% |
| Q3 2018 | $693,000 | +0.4% | 13,794 | +1.3% | 0.15% | -5.1% |
| Q2 2018 | $690,000 | -43.9% | 13,621 | -43.6% | 0.16% | -45.3% |
| Q1 2018 | $1,231,000 | -5.3% | 24,135 | -3.4% | 0.28% | -2.1% |
| Q4 2017 | $1,300,000 | +4.9% | 24,981 | +5.6% | 0.29% | -28.5% |
| Q3 2017 | $1,239,000 | +21.1% | 23,656 | +19.7% | 0.41% | +19.0% |
| Q1 2017 | $1,023,000 | +8.9% | 19,758 | +8.4% | 0.34% | -2.6% |
| Q4 2016 | $939,000 | +62.7% | 18,225 | +69.4% | 0.35% | +55.3% |
| Q3 2016 | $577,000 | +247.6% | 10,759 | +244.2% | 0.23% | +527.8% |
| Q2 2016 | $166,000 | +140.6% | 3,126 | +138.3% | 0.04% | +16.1% |
| Q1 2016 | $69,000 | +331.2% | 1,312 | +334.4% | 0.03% | +244.4% |
| Q4 2015 | $16,000 | – | 302 | – | 0.01% | – |
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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% |