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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $427 | -10.9% | 9,275 | -9.7% | 0.06% | -18.8% |
| Q4 2023 | $479 | -18.4% | 10,275 | -22.6% | 0.07% | -25.8% |
| Q3 2023 | $587 | +7.3% | 13,275 | +12.0% | 0.09% | +10.7% |
| Q2 2023 | $547 | -1.6% | 11,850 | 0.0% | 0.08% | -10.6% |
| Q1 2023 | $556 | -99.9% | 11,850 | -7.8% | 0.09% | -11.3% |
| Q4 2022 | $586,603 | -32.3% | 12,850 | -32.7% | 0.11% | -35.4% |
| Q3 2022 | $866,000 | -27.3% | 19,105 | -23.3% | 0.16% | -17.2% |
| Q2 2022 | $1,192,000 | +38.3% | 24,905 | +46.1% | 0.20% | +63.6% |
| Q1 2022 | $862,000 | -8.4% | 17,050 | -2.3% | 0.12% | -4.7% |
| Q4 2021 | $941,000 | – | 17,450 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,967,402 | $90,815,267 | 15.97% |
| THEORY FINANCIAL LLC | 562,134 | $25,948,105 | 14.94% |
| Tenret Co LLC | 332,727 | $15,358,678 | 12.86% |
| FFG RETIREMENT ADVISORS LLC | 297,664 | $13,740,170 | 11.00% |
| FINANCIAL LIFE ADVISORS | 495,831 | $22,887,559 | 9.55% |
| Pioneer Wealth Management Group | 254,394 | $11,742,842 | 9.33% |
| KilterHowling LLC | 233,994 | $10,801,160 | 9.24% |
| RATIONAL ADVISORS LLC | 2,404,877 | $111,009,122 | 9.19% |
| Members Advisory Group LLC | 293,295 | $13,538,592 | 8.44% |
| BlueSky Wealth Advisors, LLC | 902,144 | $41,642,956 | 8.37% |