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 | $29,627 | -0.9% | 650 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $29,900 | -1.3% | 650 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $30,303 | +5.4% | 650 | 0.0% | 0.01% | -20.0% |
| Q3 2023 | $28,750 | -4.2% | 650 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $30,004 | -1.6% | 650 | 0.0% | 0.01% | -26.3% |
| Q1 2023 | $30,492 | +2.8% | 650 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $29,673 | +2.3% | 650 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $29,000 | -6.5% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $31,000 | -6.1% | 650 | 0.0% | 0.02% | +26.7% |
| Q1 2022 | $33,000 | -5.7% | 650 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $35,000 | -2.8% | 650 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $36,000 | -2.7% | 650 | 0.0% | 0.02% | -30.0% |
| Q2 2020 | $37,000 | +5.7% | 650 | 0.0% | 0.03% | -14.3% |
| Q1 2020 | $35,000 | 0.0% | 650 | 0.0% | 0.04% | +45.8% |
| Q4 2019 | $35,000 | – | 650 | – | 0.02% | – |
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% |