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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,869 | -0.9% | 765 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $35,190 | -1.3% | 765 | 0.0% | 0.02% | -8.7% |
| Q4 2023 | $35,665 | -68.6% | 765 | -70.2% | 0.02% | -71.6% |
| Q3 2023 | $113,450 | -4.2% | 2,565 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $118,401 | -1.6% | 2,565 | 0.0% | 0.08% | -6.0% |
| Q1 2023 | $120,325 | +2.8% | 2,565 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $117,092 | +0.9% | 2,565 | 0.0% | 0.08% | -10.8% |
| Q3 2022 | $116,000 | -5.7% | 2,565 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $123,000 | -5.4% | 2,565 | 0.0% | 0.09% | +19.7% |
| Q1 2022 | $130,000 | -5.8% | 2,565 | 0.0% | 0.08% | +5.6% |
| Q4 2021 | $138,000 | -0.7% | 2,565 | 0.0% | 0.07% | -10.0% |
| Q3 2021 | $139,000 | -0.7% | 2,565 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $140,000 | +1.4% | 2,565 | 0.0% | 0.08% | -11.2% |
| Q1 2021 | $138,000 | -4.2% | 2,565 | 0.0% | 0.09% | -14.4% |
| Q4 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.10% | -20.6% |
| Q3 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.13% | -17.1% |
| Q2 2020 | $144,000 | +3.6% | 2,565 | 0.0% | 0.16% | -9.7% |
| Q1 2020 | $139,000 | +44.8% | 2,565 | +42.5% | 0.18% | +118.8% |
| Q4 2019 | $96,000 | – | 1,800 | – | 0.08% | – |
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% |