SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 530 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $693,683 | +2.2% | 15,219 | +3.1% | 0.13% | +3.1% |
| Q1 2024 | $678,960 | +0.4% | 14,760 | +1.8% | 0.13% | -8.0% |
| Q4 2023 | $676,084 | +27.0% | 14,502 | +20.5% | 0.14% | +14.0% |
| Q3 2023 | $532,264 | -8.5% | 12,034 | -4.5% | 0.12% | -6.9% |
| Q2 2023 | $581,478 | +7.3% | 12,597 | +9.0% | 0.13% | +2.4% |
| Q1 2023 | $542,139 | +113.8% | 11,557 | +108.1% | 0.13% | +92.4% |
| Q4 2022 | $253,540 | -4.7% | 5,554 | -5.4% | 0.07% | -8.3% |
| Q3 2022 | $266,000 | -5.3% | 5,869 | 0.0% | 0.07% | +9.1% |
| Q2 2022 | $281,000 | +13.3% | 5,869 | +19.6% | 0.07% | +29.4% |
| Q1 2022 | $248,000 | -17.1% | 4,906 | -11.5% | 0.05% | -16.4% |
| Q4 2021 | $299,000 | -10.5% | 5,541 | -9.9% | 0.06% | -16.4% |
| Q3 2021 | $334,000 | -16.3% | 6,148 | -15.9% | 0.07% | -18.9% |
| Q2 2021 | $399,000 | +7.3% | 7,309 | +6.1% | 0.09% | 0.0% |
| Q1 2021 | $372,000 | -4.1% | 6,888 | -0.5% | 0.09% | -8.2% |
| Q4 2020 | $388,000 | +1.0% | 6,921 | +1.1% | 0.10% | -9.3% |
| Q3 2020 | $384,000 | -0.3% | 6,845 | 0.0% | 0.11% | -10.7% |
| Q2 2020 | $385,000 | – | 6,845 | – | 0.12% | – |
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% |