SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 530 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,748,433 | +1.3% | 477,147 | +2.3% | 7.19% | +1.5% |
| Q1 2024 | $21,465,196 | +8.0% | 466,632 | +9.4% | 7.08% | -0.6% |
| Q4 2023 | $19,878,696 | +9.2% | 426,397 | +3.6% | 7.13% | -3.7% |
| Q3 2023 | $18,201,834 | -0.9% | 411,541 | +3.4% | 7.40% | +1.9% |
| Q2 2023 | $18,372,038 | +1.0% | 398,016 | +2.6% | 7.26% | -6.3% |
| Q1 2023 | $18,192,314 | +3.1% | 387,806 | +0.4% | 7.75% | -1.8% |
| Q4 2022 | $17,651,628 | +46.7% | 386,446 | +45.5% | 7.90% | +33.3% |
| Q3 2022 | $12,032,000 | -33.0% | 265,513 | -29.2% | 5.92% | -30.9% |
| Q2 2022 | $17,956,000 | -16.1% | 375,030 | -11.4% | 8.57% | -1.2% |
| Q1 2022 | $21,405,000 | +0.8% | 423,223 | +7.4% | 8.68% | +6.6% |
| Q4 2021 | $21,226,000 | +4.1% | 393,954 | +4.8% | 8.14% | -3.7% |
| Q3 2021 | $20,386,000 | -0.4% | 375,743 | +0.3% | 8.45% | -1.7% |
| Q2 2021 | $20,460,000 | +5.3% | 374,692 | +4.0% | 8.60% | -1.3% |
| Q1 2021 | $19,424,000 | +11.5% | 360,159 | +15.8% | 8.71% | +4.7% |
| Q4 2020 | $17,419,000 | +5.0% | 311,049 | +5.2% | 8.32% | -12.2% |
| Q3 2020 | $16,582,000 | +2.0% | 295,796 | +2.2% | 9.48% | -4.5% |
| Q2 2020 | $16,256,000 | +9.5% | 289,292 | +5.8% | 9.92% | -10.4% |
| Q1 2020 | $14,850,000 | +21.2% | 273,486 | +19.2% | 11.08% | +49.5% |
| Q4 2019 | $12,257,000 | +5.4% | 229,431 | +6.2% | 7.41% | -3.6% |
| Q3 2019 | $11,634,000 | +6.0% | 216,086 | +4.3% | 7.68% | +3.7% |
| Q2 2019 | $10,978,000 | +3.4% | 207,080 | +1.1% | 7.41% | +0.2% |
| Q1 2019 | $10,621,000 | +0.1% | 204,871 | -2.3% | 7.40% | -10.1% |
| Q4 2018 | $10,615,000 | -23.5% | 209,742 | -24.1% | 8.23% | -14.4% |
| Q3 2018 | $13,874,000 | +1.6% | 276,184 | +2.4% | 9.62% | -4.1% |
| Q2 2018 | $13,657,000 | +2.0% | 269,825 | +2.8% | 10.03% | -3.2% |
| Q1 2018 | $13,393,000 | -0.8% | 262,583 | +1.1% | 10.37% | -0.9% |
| Q4 2017 | $13,507,000 | – | 259,714 | – | 10.46% | – |
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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% |