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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $815,000 | -0.9% | 17,975 | +4.6% | 1.55% | +9.6% |
| Q2 2022 | $822,000 | -18.3% | 17,182 | -13.8% | 1.41% | +75.4% |
| Q1 2022 | $1,006,000 | -1.1% | 19,934 | +5.7% | 0.80% | +5.2% |
| Q4 2021 | $1,017,000 | +11.6% | 18,862 | +12.7% | 0.76% | +1.3% |
| Q3 2021 | $911,000 | +10.0% | 16,732 | +10.2% | 0.76% | +22.2% |
| Q2 2021 | $828,000 | +36.2% | 15,190 | +127.6% | 0.62% | +29.6% |
| Q1 2021 | $608,000 | +0.7% | 6,674 | -38.2% | 0.48% | -1.4% |
| Q4 2020 | $604,000 | – | 10,802 | – | 0.48% | – |
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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% |