SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $6,581,022 | +30.4% | 143,066 | +31.6% | 1.30% | +16.0% |
Q4 2023 | $5,047,462 | +23.6% | 108,688 | +17.7% | 1.12% | +5.4% |
Q3 2023 | $4,083,606 | +11.5% | 92,327 | +16.3% | 1.06% | +22.1% |
Q2 2023 | $3,664,040 | +3.1% | 79,377 | +4.8% | 0.87% | -4.4% |
Q1 2023 | $3,552,482 | +3.0% | 75,730 | +0.3% | 0.91% | -6.1% |
Q4 2022 | $3,447,581 | +4.4% | 75,522 | +3.6% | 0.97% | -8.5% |
Q3 2022 | $3,301,937 | -2.1% | 72,874 | +3.4% | 1.06% | +0.5% |
Q2 2022 | $3,372,000 | -14.8% | 70,450 | -10.0% | 1.06% | +2.8% |
Q1 2022 | $3,957,000 | +33.4% | 78,257 | +42.2% | 1.03% | +35.0% |
Q4 2021 | $2,967,000 | +7.4% | 55,046 | +8.1% | 0.76% | -8.2% |
Q3 2021 | $2,762,000 | +17.1% | 50,911 | +17.9% | 0.83% | +21.7% |
Q2 2021 | $2,358,000 | +444.6% | 43,193 | +441.9% | 0.68% | +183.8% |
Q1 2020 | $433,000 | +4.1% | 7,971 | +2.4% | 0.24% | +35.6% |
Q4 2019 | $416,000 | -35.1% | 7,785 | -34.6% | 0.18% | -37.5% |
Q3 2019 | $641,000 | +20.5% | 11,896 | +18.5% | 0.28% | +15.5% |
Q2 2019 | $532,000 | +49.9% | 10,042 | +46.6% | 0.24% | +41.6% |
Q1 2019 | $355,000 | +34.0% | 6,850 | +30.9% | 0.17% | +7.5% |
Q4 2018 | $265,000 | – | 5,232 | – | 0.16% | – |
Download |
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% |