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 | $5,387,181 | +9.6% | 118,191 | +10.6% | 1.69% | +8.1% |
Q1 2024 | $4,917,257 | +4.4% | 106,897 | +5.8% | 1.56% | -1.5% |
Q4 2023 | $4,708,726 | -4.3% | 101,002 | -9.2% | 1.58% | -11.7% |
Q3 2023 | $4,921,719 | +28.3% | 111,276 | +33.9% | 1.79% | +31.1% |
Q2 2023 | $3,835,402 | +1.5% | 83,089 | +3.2% | 1.37% | -2.8% |
Q1 2023 | $3,778,052 | +6.5% | 80,538 | +3.7% | 1.40% | +0.7% |
Q4 2022 | $3,546,061 | +1.6% | 77,679 | +0.8% | 1.40% | -4.1% |
Q3 2022 | $3,490,000 | -1.9% | 77,028 | +3.7% | 1.46% | +6.4% |
Q2 2022 | $3,556,000 | -5.4% | 74,275 | -0.1% | 1.37% | +8.6% |
Q1 2022 | $3,760,000 | -8.8% | 74,352 | -2.8% | 1.26% | -5.5% |
Q4 2021 | $4,121,000 | -6.1% | 76,455 | -5.5% | 1.33% | -10.3% |
Q3 2021 | $4,389,000 | +6.6% | 80,879 | +7.2% | 1.49% | +6.3% |
Q2 2021 | $4,119,000 | +7.2% | 75,447 | +5.9% | 1.40% | +0.4% |
Q1 2021 | $3,843,000 | +3.4% | 71,239 | +7.4% | 1.39% | -0.4% |
Q4 2020 | $3,716,000 | +7.1% | 66,327 | +7.2% | 1.40% | -6.5% |
Q3 2020 | $3,469,000 | +6.2% | 61,855 | +6.5% | 1.50% | -2.4% |
Q2 2020 | $3,267,000 | -10.9% | 58,082 | -14.0% | 1.53% | -18.1% |
Q1 2020 | $3,666,000 | -47.2% | 67,558 | -48.0% | 1.87% | +26.5% |
Q4 2019 | $6,942,000 | +1.8% | 129,928 | +2.6% | 1.48% | -2.2% |
Q3 2019 | $6,820,000 | +102.3% | 126,630 | +99.1% | 1.52% | +0.1% |
Q2 2019 | $3,371,000 | -48.5% | 63,600 | -49.6% | 1.51% | +0.7% |
Q1 2019 | $6,544,000 | +98.8% | 126,150 | +93.9% | 1.50% | -7.2% |
Q4 2018 | $3,292,000 | -47.3% | 65,075 | -47.6% | 1.62% | +15.5% |
Q3 2018 | $6,242,000 | +120.3% | 124,232 | +122.0% | 1.40% | +7.3% |
Q2 2018 | $2,833,000 | +42.9% | 55,950 | +43.9% | 1.31% | +38.7% |
Q1 2018 | $1,983,000 | +58.1% | 38,870 | +61.4% | 0.94% | +296.2% |
Q4 2017 | $1,254,000 | +47.2% | 24,090 | +47.9% | 0.24% | +45.1% |
Q3 2017 | $852,000 | +0.2% | 16,290 | +0.2% | 0.16% | -1.2% |
Q2 2017 | $850,000 | +115.2% | 16,260 | +113.0% | 0.17% | +3.8% |
Q1 2017 | $395,000 | -22.2% | 7,635 | -22.6% | 0.16% | +44.1% |
Q4 2016 | $508,000 | – | 9,870 | – | 0.11% | – |
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% |