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 | $788,078 | -9.5% | 17,290 | -8.6% | 0.02% | -13.6% |
| Q1 2024 | $870,642 | -1.6% | 18,927 | -0.2% | 0.02% | -15.4% |
| Q4 2023 | $884,381 | +5.4% | 18,970 | 0.0% | 0.03% | -13.3% |
| Q3 2023 | $839,043 | -10.7% | 18,970 | -6.8% | 0.03% | -18.9% |
| Q2 2023 | $939,633 | -3.5% | 20,356 | -1.9% | 0.04% | -9.8% |
| Q1 2023 | $973,242 | -7.9% | 20,747 | -10.4% | 0.04% | -10.9% |
| Q4 2022 | $1,056,524 | +0.5% | 23,144 | -0.2% | 0.05% | -8.0% |
| Q3 2022 | $1,051,000 | -6.7% | 23,189 | -1.4% | 0.05% | -7.4% |
| Q2 2022 | $1,126,000 | -11.5% | 23,518 | -6.6% | 0.05% | -3.6% |
| Q1 2022 | $1,272,695 | -3.7% | 25,167 | +2.7% | 0.06% | +1.8% |
| Q4 2021 | $1,321,000 | -24.7% | 24,515 | -24.1% | 0.06% | -33.7% |
| Q3 2021 | $1,754,000 | -22.4% | 32,319 | -22.1% | 0.08% | -25.9% |
| Q2 2021 | $2,259,000 | -9.6% | 41,466 | -10.4% | 0.11% | -21.1% |
| Q1 2021 | $2,499,000 | -5.4% | 46,273 | -1.8% | 0.14% | -25.7% |
| Q4 2020 | $2,641,000 | -2.5% | 47,144 | -2.4% | 0.19% | -21.4% |
| Q3 2020 | $2,710,000 | -0.8% | 48,324 | -0.5% | 0.24% | -11.0% |
| Q2 2020 | $2,731,000 | +2.7% | 48,561 | -0.9% | 0.27% | -24.0% |
| Q1 2020 | $2,660,000 | +2.6% | 49,021 | +1.0% | 0.36% | +10.5% |
| Q4 2019 | $2,593,000 | +2.0% | 48,531 | +2.8% | 0.32% | -18.8% |
| Q3 2019 | $2,543,000 | +6.8% | 47,218 | +5.1% | 0.40% | 0.0% |
| Q2 2019 | $2,382,000 | +3.3% | 44,948 | +1.1% | 0.40% | +14.0% |
| Q1 2019 | $2,307,000 | +1.3% | 44,474 | -1.2% | 0.35% | -29.4% |
| Q4 2018 | $2,278,000 | -3.1% | 45,021 | -3.7% | 0.50% | +4.2% |
| Q3 2018 | $2,350,000 | +2.8% | 46,774 | +3.6% | 0.48% | -12.6% |
| Q2 2018 | $2,287,000 | +0.7% | 45,163 | +1.4% | 0.55% | -3.4% |
| Q1 2018 | $2,272,000 | -0.4% | 44,539 | +1.6% | 0.56% | -30.6% |
| Q4 2017 | $2,282,000 | +56.3% | 43,854 | +57.3% | 0.81% | +26.8% |
| Q3 2017 | $1,460,000 | +35.4% | 27,886 | +35.1% | 0.64% | +15.7% |
| Q2 2017 | $1,078,000 | -23.6% | 20,636 | -24.3% | 0.56% | -33.7% |
| Q1 2017 | $1,411,000 | – | 27,250 | – | 0.84% | – |
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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% |