SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $61,579 | +3.4% | 1,351 | +0.3% | 0.06% | -11.3% |
| Q3 2023 | $59,578 | -10.1% | 1,347 | -6.2% | 0.06% | -4.6% |
| Q2 2023 | $66,286 | -36.2% | 1,436 | -36.9% | 0.06% | -18.8% |
| Q4 2022 | $103,899 | +3.9% | 2,276 | +9.5% | 0.08% | -7.0% |
| Q2 2022 | $100,000 | -16.7% | 2,079 | -6.4% | 0.09% | +22.9% |
| Q4 2021 | $120,000 | 0.0% | 2,222 | +0.3% | 0.07% | -16.7% |
| Q3 2021 | $120,000 | -62.8% | 2,216 | -61.4% | 0.08% | +10.5% |
| Q2 2020 | $323,000 | – | 5,737 | – | 0.08% | – |
Download | ||||||
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% |