SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,522 | -3.2% | 5,755 | +1.0% | 0.08% | +2.5% |
| Q2 2023 | $262,934 | -4.0% | 5,696 | -2.4% | 0.08% | -2.4% |
| Q1 2023 | $273,843 | -1.6% | 5,838 | -2.3% | 0.08% | +20.3% |
| Q4 2022 | $278,302 | -3.4% | 5,973 | -6.7% | 0.07% | -11.5% |
| Q3 2022 | $288,000 | -17.5% | 6,405 | -12.2% | 0.08% | -14.3% |
| Q2 2022 | $349,000 | -0.9% | 7,291 | +0.0% | 0.09% | -1.1% |
| Q1 2022 | $352,000 | -23.1% | 7,288 | -14.2% | 0.09% | -13.2% |
| Q4 2021 | $458,000 | -21.0% | 8,492 | -20.6% | 0.11% | -15.9% |
| Q3 2021 | $580,000 | -7.9% | 10,694 | -6.9% | 0.13% | 0.0% |
| Q2 2021 | $630,000 | -0.2% | 11,491 | -1.5% | 0.13% | +0.8% |
| Q1 2021 | $631,000 | -14.7% | 11,668 | -11.6% | 0.12% | -20.9% |
| Q4 2020 | $740,000 | +15.8% | 13,203 | +15.5% | 0.16% | +11.3% |
| Q3 2020 | $639,000 | -9.1% | 11,436 | -8.2% | 0.14% | -2.7% |
| Q2 2020 | $703,000 | -35.1% | 12,451 | -37.6% | 0.15% | -40.2% |
| Q1 2020 | $1,083,000 | – | 19,964 | – | 0.24% | – |
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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% |