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 2022 | $392,000 | -49.5% | 8,181 | -46.7% | 0.05% | -45.8% |
| Q1 2022 | $776,000 | -24.6% | 15,351 | -19.6% | 0.10% | -23.8% |
| Q4 2021 | $1,029,000 | -2.0% | 19,087 | -1.4% | 0.13% | -7.4% |
| Q3 2021 | $1,050,000 | -0.5% | 19,359 | +0.2% | 0.14% | -2.9% |
| Q2 2021 | $1,055,000 | +36.5% | 19,316 | +34.7% | 0.14% | +22.8% |
| Q1 2021 | $773,000 | -2.6% | 14,335 | +1.2% | 0.11% | -12.3% |
| Q4 2020 | $794,000 | -2.5% | 14,166 | -2.4% | 0.13% | -17.2% |
| Q3 2020 | $814,000 | -4.7% | 14,511 | -4.4% | 0.16% | -9.8% |
| Q2 2020 | $854,000 | +1.9% | 15,176 | -1.8% | 0.17% | -6.5% |
| Q1 2020 | $838,000 | +3.2% | 15,450 | +1.7% | 0.19% | +29.2% |
| Q4 2019 | $812,000 | +4.0% | 15,193 | +4.8% | 0.14% | -4.0% |
| Q3 2019 | $781,000 | +5.7% | 14,498 | +4.0% | 0.15% | +3.4% |
| Q2 2019 | $739,000 | +2.6% | 13,945 | +0.4% | 0.14% | -1.4% |
| Q1 2019 | $720,000 | +3.9% | 13,885 | +1.4% | 0.15% | -5.2% |
| Q4 2018 | $693,000 | – | 13,700 | – | 0.16% | – |
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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% |