SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $639,014 | +89397.8% | 13,843 | -9.1% | 0.00% | -33.3% |
| Q1 2023 | $714 | +6390.9% | 15,231 | +6193.8% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 242 | +0.4% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 241 | +0.4% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 240 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | +50.0% | 240 | +60.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 150 | – | 0.00% | – |
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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% |