SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 500 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $435,124 | +1.2% | 9,546 | +2.1% | 0.03% | -5.9% |
| Q1 2024 | $429,924 | +19.2% | 9,346 | +20.8% | 0.03% | +9.7% |
| Q4 2023 | $360,614 | +20.9% | 7,735 | +14.7% | 0.03% | +3.3% |
| Q3 2023 | $298,295 | -15.0% | 6,744 | -11.3% | 0.03% | -14.3% |
| Q2 2023 | $350,917 | +11.8% | 7,602 | +13.6% | 0.04% | +6.1% |
| Q1 2023 | $313,799 | +1.5% | 6,689 | -1.3% | 0.03% | -5.7% |
| Q4 2022 | $309,289 | +5.9% | 6,775 | +5.2% | 0.04% | -10.3% |
| Q3 2022 | $292,000 | +2.8% | 6,443 | +8.5% | 0.04% | +2.6% |
| Q2 2022 | $284,000 | -11.0% | 5,937 | -6.0% | 0.04% | -2.6% |
| Q1 2022 | $319,000 | -3.0% | 6,313 | +3.4% | 0.04% | 0.0% |
| Q4 2021 | $329,000 | +1.9% | 6,104 | +2.6% | 0.04% | -13.3% |
| Q3 2021 | $323,000 | +5.2% | 5,949 | +5.7% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | -1.6% | 5,629 | -2.7% | 0.04% | -11.8% |
| Q1 2021 | $312,000 | -6.9% | 5,784 | -3.2% | 0.05% | -17.7% |
| Q4 2020 | $335,000 | -2.0% | 5,978 | -2.0% | 0.06% | -17.3% |
| Q3 2020 | $342,000 | -16.0% | 6,103 | -15.7% | 0.08% | -16.7% |
| Q2 2020 | $407,000 | -1.5% | 7,236 | -5.4% | 0.09% | +30.4% |
| Q1 2020 | $413,000 | -11.8% | 7,648 | -16.1% | 0.07% | +23.2% |
| Q4 2019 | $468,000 | – | 9,116 | – | 0.06% | – |
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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% |