SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 18.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $910 | -17.4% | 19,786 | -16.3% | 0.43% | -27.1% |
| Q4 2023 | $1,102 | -11.3% | 23,631 | -15.9% | 0.59% | -20.9% |
| Q3 2023 | $1,242 | +7.3% | 28,090 | +13.9% | 0.75% | -19.8% |
| Q1 2023 | $1,157 | -36.6% | 24,669 | -38.3% | 0.93% | -26.9% |
| Q4 2022 | $1,825 | -99.9% | 39,985 | -0.8% | 1.28% | -5.6% |
| Q2 2022 | $1,929,000 | +206.7% | 40,296 | +223.9% | 1.35% | +213.2% |
| Q1 2022 | $629,000 | -15.6% | 12,439 | -10.1% | 0.43% | -13.3% |
| Q4 2021 | $745,000 | -94.9% | 13,832 | -94.8% | 0.50% | -96.2% |
| Q2 2021 | $14,534,000 | +5.4% | 266,195 | +4.1% | 13.25% | +24.8% |
| Q1 2021 | $13,794,000 | +6.2% | 255,689 | +10.3% | 10.62% | +4.3% |
| Q4 2020 | $12,985,000 | – | 231,757 | – | 10.19% | – |
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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% |