SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $229,225 | -0.3% | 5,029 | +0.6% | 0.08% | -4.5% |
| Q1 2024 | $229,860 | -0.4% | 4,997 | +0.9% | 0.09% | 0.0% |
| Q4 2023 | $230,794 | -25.0% | 4,951 | -28.8% | 0.09% | -31.5% |
| Q3 2023 | $307,533 | +10.8% | 6,953 | +15.7% | 0.13% | +14.0% |
| Q2 2023 | $277,477 | +32.7% | 6,011 | +34.8% | 0.11% | +29.5% |
| Q1 2023 | $209,111 | -4.6% | 4,458 | -7.2% | 0.09% | -8.3% |
| Q4 2022 | $219,256 | -1.7% | 4,803 | -2.6% | 0.10% | -9.4% |
| Q3 2022 | $223,000 | -5.1% | 4,931 | +0.4% | 0.11% | -2.8% |
| Q2 2022 | $235,000 | -61.1% | 4,911 | -56.2% | 0.11% | -59.8% |
| Q1 2022 | $604,000 | 0.0% | 11,212 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $604,000 | -3.7% | 11,212 | -3.0% | 0.27% | -23.2% |
| Q3 2021 | $627,000 | -0.5% | 11,554 | +0.1% | 0.35% | -4.1% |
| Q2 2021 | $630,000 | -0.2% | 11,537 | -0.7% | 0.37% | -10.2% |
| Q1 2021 | $631,000 | -2.6% | 11,619 | -0.6% | 0.41% | -26.4% |
| Q4 2020 | $648,000 | – | 11,691 | – | 0.56% | – |
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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% |