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 | $633,390 | -18.2% | 13,896 | -17.5% | 0.02% | -22.6% |
| Q1 2024 | $774,595 | -1.3% | 16,839 | +0.0% | 0.03% | -11.4% |
| Q4 2023 | $784,938 | +4.6% | 16,837 | -0.8% | 0.04% | -7.9% |
| Q3 2023 | $750,720 | -10.8% | 16,973 | -6.9% | 0.04% | -13.6% |
| Q2 2023 | $841,463 | +20.6% | 18,229 | +22.6% | 0.04% | +10.0% |
| Q1 2023 | $697,698 | -25.2% | 14,873 | -27.2% | 0.04% | -32.2% |
| Q4 2022 | $933,166 | -4.9% | 20,442 | -5.6% | 0.06% | -21.3% |
| Q3 2022 | $981,000 | +369.4% | 21,651 | +461.8% | 0.08% | +341.2% |
| Q3 2021 | $209,000 | -53.3% | 3,854 | -53.0% | 0.02% | -39.3% |
| Q2 2021 | $448,000 | +12.6% | 8,205 | +11.1% | 0.03% | -3.4% |
| Q1 2021 | $398,000 | -3.9% | 7,385 | +0.1% | 0.03% | -14.7% |
| Q4 2020 | $414,000 | +89.9% | 7,381 | +83.3% | 0.03% | +9.7% |
| Q1 2020 | $218,000 | -42.8% | 4,026 | -43.5% | 0.03% | -31.1% |
| Q4 2019 | $381,000 | – | 7,125 | – | 0.04% | – |
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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% |