SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,907,525 | +2.9% | 183,549 | +12.4% | 0.22% | +5.2% |
| Q1 2024 | $5,743,159 | -5.0% | 163,371 | +8.3% | 0.21% | -8.3% |
| Q4 2023 | $6,046,209 | +6.1% | 150,855 | +15.1% | 0.23% | +0.9% |
| Q3 2023 | $5,697,991 | -6.6% | 131,025 | -0.7% | 0.23% | -3.4% |
| Q2 2023 | $6,098,771 | +0.1% | 131,975 | -0.6% | 0.24% | -29.8% |
| Q1 2023 | $6,092,486 | +8.1% | 132,780 | -2.6% | 0.34% | +20.0% |
| Q4 2022 | $5,638,471 | +4.6% | 136,365 | +6.0% | 0.28% | -1.1% |
| Q3 2022 | $5,389,000 | -6.7% | 128,685 | +2.4% | 0.28% | -5.4% |
| Q2 2022 | $5,775,000 | -10.8% | 125,620 | -10.8% | 0.30% | -3.9% |
| Q1 2022 | $6,474,000 | +6.5% | 140,783 | +23.6% | 0.31% | +9.5% |
| Q4 2021 | $6,078,000 | -0.0% | 113,892 | +1.7% | 0.28% | -6.9% |
| Q3 2021 | $6,079,000 | +2.9% | 112,033 | +3.5% | 0.30% | -2.2% |
| Q2 2021 | $5,908,000 | +12.2% | 108,213 | +10.9% | 0.31% | -3.7% |
| Q1 2021 | $5,266,000 | +8.8% | 97,609 | +13.0% | 0.32% | -7.4% |
| Q4 2020 | $4,839,000 | +20.3% | 86,366 | +20.7% | 0.35% | -4.4% |
| Q3 2020 | $4,022,000 | +14.2% | 71,562 | +14.3% | 0.37% | -2.9% |
| Q2 2020 | $3,522,000 | +1.8% | 62,629 | -1.7% | 0.38% | -19.8% |
| Q1 2020 | $3,459,000 | -13.1% | 63,742 | -14.4% | 0.47% | -4.1% |
| Q4 2019 | $3,980,000 | -0.1% | 74,495 | +0.7% | 0.49% | -13.6% |
| Q3 2019 | $3,983,000 | +9.6% | 73,966 | +7.9% | 0.57% | +0.2% |
| Q2 2019 | $3,633,000 | +5.2% | 68,538 | +3.0% | 0.57% | -7.5% |
| Q1 2019 | $3,452,000 | -0.7% | 66,539 | -3.4% | 0.61% | -17.3% |
| Q4 2018 | $3,476,000 | -3.6% | 68,852 | -4.0% | 0.74% | -0.8% |
| Q3 2018 | $3,605,000 | -3.1% | 71,742 | -2.4% | 0.75% | -22.1% |
| Q2 2018 | $3,722,000 | -24.4% | 73,494 | -23.8% | 0.96% | -66.6% |
| Q1 2018 | $4,921,000 | +240.8% | 96,454 | +247.4% | 2.87% | +316.1% |
| Q4 2017 | $1,444,000 | +19.1% | 27,767 | +20.0% | 0.69% | -14.9% |
| Q3 2017 | $1,212,000 | -1.2% | 23,143 | -1.5% | 0.81% | -10.3% |
| Q2 2017 | $1,227,000 | -5.0% | 23,485 | -5.8% | 0.90% | -12.0% |
| Q1 2017 | $1,291,000 | +1.8% | 24,929 | +1.5% | 1.03% | -5.6% |
| Q4 2016 | $1,268,000 | – | 24,569 | – | 1.09% | – |
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% |