SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 500 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,184,811 | -7.4% | 69,873 | -6.6% | 1.16% | -8.0% |
| Q1 2024 | $3,441,168 | -1.2% | 74,808 | +0.2% | 1.26% | -6.7% |
| Q4 2023 | $3,482,141 | +16.2% | 74,692 | +10.3% | 1.34% | +7.7% |
| Q3 2023 | $2,995,609 | -3.3% | 67,728 | +0.9% | 1.25% | +2.3% |
| Q2 2023 | $3,098,074 | -3.9% | 67,116 | -2.3% | 1.22% | -9.2% |
| Q1 2023 | $3,222,810 | -1.2% | 68,702 | -3.9% | 1.34% | -5.9% |
| Q4 2022 | $3,262,149 | -3.3% | 71,460 | -4.0% | 1.43% | -7.1% |
| Q3 2022 | $3,372,000 | -16.0% | 74,425 | -11.3% | 1.54% | -10.4% |
| Q2 2022 | $4,015,000 | -14.2% | 83,867 | -9.4% | 1.72% | +1.0% |
| Q1 2022 | $4,681,000 | -9.0% | 92,556 | -3.0% | 1.70% | -1.8% |
| Q4 2021 | $5,145,000 | -2.2% | 95,456 | -1.5% | 1.73% | -7.9% |
| Q3 2021 | $5,260,000 | -7.2% | 96,936 | -6.6% | 1.88% | +2.3% |
| Q2 2021 | $5,670,000 | +2.4% | 103,838 | +1.2% | 1.84% | -0.8% |
| Q1 2021 | $5,538,000 | -2.4% | 102,653 | +1.4% | 1.85% | -4.1% |
| Q4 2020 | $5,673,000 | +1.0% | 101,247 | +1.1% | 1.93% | -8.0% |
| Q3 2020 | $5,617,000 | +1.5% | 100,167 | +1.8% | 2.10% | -4.6% |
| Q2 2020 | $5,533,000 | +1.3% | 98,380 | -2.3% | 2.20% | -12.8% |
| Q1 2020 | $5,464,000 | +4.2% | 100,683 | +2.6% | 2.52% | +24.8% |
| Q4 2019 | $5,245,000 | +0.2% | 98,170 | +1.0% | 2.02% | -5.2% |
| Q3 2019 | $5,234,000 | -0.1% | 97,203 | -1.7% | 2.13% | -2.6% |
| Q2 2019 | $5,241,000 | +5.2% | 98,880 | +3.0% | 2.19% | +0.1% |
| Q1 2019 | $4,980,000 | -2.4% | 95,985 | -4.8% | 2.19% | -13.3% |
| Q4 2018 | $5,100,000 | +5.1% | 100,811 | +4.4% | 2.52% | +17.0% |
| Q3 2018 | $4,854,000 | -4.2% | 96,593 | -3.4% | 2.16% | -7.6% |
| Q2 2018 | $5,065,000 | -5.7% | 100,014 | -5.0% | 2.34% | -5.8% |
| Q1 2018 | $5,372,000 | – | 105,299 | – | 2.48% | – |
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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% |