SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $407,303 | -70.7% | 8,824 | -70.2% | 0.08% | -71.7% |
| Q1 2023 | $1,388,585 | +1.2% | 29,601 | -1.5% | 0.28% | -3.7% |
| Q4 2022 | $1,371,738 | -2.6% | 30,049 | -3.4% | 0.29% | -10.6% |
| Q3 2022 | $1,409,000 | -27.4% | 31,093 | -23.4% | 0.33% | -16.9% |
| Q2 2022 | $1,942,000 | -6.5% | 40,577 | -1.1% | 0.40% | +14.1% |
| Q1 2022 | $2,076,000 | -36.4% | 41,046 | -32.3% | 0.35% | -33.5% |
| Q4 2021 | $3,266,000 | -20.3% | 60,590 | -17.1% | 0.52% | -39.5% |
| Q4 2020 | $4,097,000 | +175.7% | 73,116 | +175.9% | 0.86% | +30.8% |
| Q3 2020 | $1,486,000 | 0.0% | 26,500 | +0.3% | 0.66% | -14.9% |
| Q2 2020 | $1,486,000 | +3.1% | 26,419 | -0.6% | 0.78% | -17.8% |
| Q1 2020 | $1,442,000 | +12.5% | 26,577 | +10.8% | 0.94% | +16.5% |
| Q4 2019 | $1,282,000 | – | 23,992 | – | 0.81% | – |
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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% |