SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,287,681 | +173.9% | 28,251 | +176.4% | 0.42% | +162.1% |
| Q1 2024 | $470,212 | +3.2% | 10,222 | +4.6% | 0.16% | -6.9% |
| Q4 2023 | $455,524 | +4.7% | 9,771 | -0.7% | 0.17% | -8.0% |
| Q3 2023 | $435,135 | -22.9% | 9,838 | -19.5% | 0.19% | -20.7% |
| Q2 2023 | $564,398 | -0.6% | 12,227 | +1.0% | 0.24% | -8.5% |
| Q1 2023 | $567,846 | +46.8% | 12,105 | +42.9% | 0.26% | +33.5% |
| Q4 2022 | $386,747 | +13.4% | 8,472 | +12.6% | 0.19% | +4.3% |
| Q3 2022 | $341,000 | +4.0% | 7,524 | +9.8% | 0.19% | +12.7% |
| Q2 2022 | $328,000 | – | 6,851 | – | 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% |