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 | $846,213 | -5.3% | 18,565 | -4.5% | 0.47% | -1.7% |
| Q1 2024 | $893,934 | -0.5% | 19,433 | +0.8% | 0.48% | -9.8% |
| Q4 2023 | $898,581 | -1.8% | 19,275 | -6.9% | 0.53% | +0.6% |
| Q3 2023 | $915,348 | -13.3% | 20,695 | -9.5% | 0.52% | -7.9% |
| Q2 2023 | $1,055,534 | +12.4% | 22,867 | +14.2% | 0.57% | -0.3% |
| Q1 2023 | $938,990 | +16.6% | 20,017 | +13.5% | 0.57% | -0.5% |
| Q4 2022 | $805,274 | -3.1% | 17,640 | -3.8% | 0.58% | -20.1% |
| Q3 2022 | $831,000 | -6.8% | 18,337 | -1.6% | 0.72% | -1.1% |
| Q2 2022 | $892,000 | +6.2% | 18,626 | +12.2% | 0.73% | +62.9% |
| Q1 2022 | $840,000 | – | 16,606 | – | 0.45% | – |
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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% |