SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,152 | -42.8% | 4,661 | -41.9% | 0.09% | -46.8% |
| Q1 2023 | $376,444 | -25.8% | 8,025 | -27.8% | 0.17% | -29.7% |
| Q4 2022 | $507,478 | -90.2% | 11,117 | -90.3% | 0.25% | -91.0% |
| Q3 2022 | $5,194,000 | -7.0% | 114,625 | -1.8% | 2.73% | -3.3% |
| Q2 2022 | $5,586,000 | -9.5% | 116,683 | -4.4% | 2.83% | +4.5% |
| Q1 2022 | $6,170,000 | -14.9% | 122,019 | -9.3% | 2.71% | -12.3% |
| Q4 2021 | $7,252,000 | -4.6% | 134,540 | -4.0% | 3.09% | -6.2% |
| Q3 2021 | $7,601,000 | -0.9% | 140,082 | -0.2% | 3.29% | +2.0% |
| Q2 2021 | $7,667,000 | -3.1% | 140,420 | -4.2% | 3.22% | -12.0% |
| Q1 2021 | $7,909,000 | +5.1% | 146,595 | +9.2% | 3.66% | -5.9% |
| Q4 2020 | $7,525,000 | +7.6% | 134,306 | +7.7% | 3.89% | -3.2% |
| Q3 2020 | $6,996,000 | +7.0% | 124,754 | +7.3% | 4.02% | -5.7% |
| Q2 2020 | $6,536,000 | +11.5% | 116,214 | +7.6% | 4.26% | -21.6% |
| Q1 2020 | $5,864,000 | +3.5% | 108,054 | +1.9% | 5.44% | +21.8% |
| Q4 2019 | $5,663,000 | – | 105,990 | – | 4.46% | – |
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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% |