SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 538 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,530,718 | -3.4% | 77,462 | -2.5% | 3.26% | +86.9% |
| Q1 2024 | $3,656,310 | +5.0% | 79,485 | +6.4% | 1.74% | -10.6% |
| Q4 2023 | $3,482,188 | +11.3% | 74,693 | +5.6% | 1.95% | +4.8% |
| Q3 2023 | $3,129,538 | -2.4% | 70,756 | +1.8% | 1.86% | -0.1% |
| Q2 2023 | $3,207,889 | -13.3% | 69,495 | -11.9% | 1.86% | -18.6% |
| Q1 2023 | $3,700,026 | +115.8% | 78,875 | +110.0% | 2.29% | +95.3% |
| Q4 2022 | $1,714,705 | -4.2% | 37,562 | -4.9% | 1.17% | -5.0% |
| Q3 2022 | $1,790,000 | -11.5% | 39,502 | -6.5% | 1.23% | -14.5% |
| Q2 2022 | $2,023,000 | -5.7% | 42,266 | -0.3% | 1.44% | +5.9% |
| Q1 2022 | $2,145,000 | -1.5% | 42,407 | +5.0% | 1.36% | +1.9% |
| Q4 2021 | $2,177,000 | +2.3% | 40,394 | +3.0% | 1.34% | -4.4% |
| Q3 2021 | $2,128,000 | +2.8% | 39,222 | +3.4% | 1.40% | +9.7% |
| Q2 2021 | $2,070,000 | +7.5% | 37,916 | +6.3% | 1.27% | +2.3% |
| Q1 2021 | $1,925,000 | +12.6% | 35,679 | +17.0% | 1.24% | +6.5% |
| Q4 2020 | $1,709,000 | -4.6% | 30,502 | -4.5% | 1.17% | -19.1% |
| Q3 2020 | $1,791,000 | +63.9% | 31,932 | +64.3% | 1.44% | +59.6% |
| Q2 2020 | $1,093,000 | +46.7% | 19,438 | +39.4% | 0.90% | +17.7% |
| Q4 2019 | $745,000 | – | 13,949 | – | 0.77% | – |
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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% |