SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 556 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 6.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $83,504 | -0.9% | 1,832 | 0.0% | 0.03% | 0.0% |
Q1 2024 | $84,274 | -1.3% | 1,832 | 0.0% | 0.03% | -5.7% |
Q4 2023 | $85,410 | +46.3% | 1,832 | +38.8% | 0.04% | +29.6% |
Q3 2023 | $58,384 | -4.2% | 1,320 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $60,932 | -1.6% | 1,320 | 0.0% | 0.03% | -10.0% |
Q1 2023 | $61,922 | +2.8% | 1,320 | 0.0% | 0.03% | -3.2% |
Q4 2022 | $60,258 | +0.4% | 1,320 | 0.0% | 0.03% | -3.1% |
Q3 2022 | $60,000 | -4.8% | 1,320 | 0.0% | 0.03% | -3.0% |
Q2 2022 | $63,000 | -6.0% | 1,320 | 0.0% | 0.03% | +6.5% |
Q1 2022 | $67,000 | -5.6% | 1,320 | 0.0% | 0.03% | -3.1% |
Q4 2021 | $71,000 | +163.0% | 1,320 | +168.8% | 0.03% | +146.2% |
Q3 2021 | $27,000 | +22.7% | 491 | +22.8% | 0.01% | +18.2% |
Q2 2021 | $22,000 | 0.0% | 400 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $22,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% |
Q4 2020 | $22,000 | +69.2% | 400 | +75.4% | 0.01% | +44.4% |
Q3 2020 | $13,000 | 0.0% | 228 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $13,000 | -13.3% | 228 | -15.6% | 0.01% | -23.1% |
Q1 2020 | $15,000 | +7.1% | 270 | +0.4% | 0.01% | +30.0% |
Q4 2019 | $14,000 | – | 269 | – | 0.01% | – |
Download |
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% |