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 | $7,526,352 | +29.8% | 165,124 | +31.0% | 1.24% | +27.4% |
| Q1 2024 | $5,800,324 | +2.6% | 126,094 | +3.9% | 0.97% | +24.2% |
| Q4 2023 | $5,656,078 | +35.5% | 121,323 | +28.6% | 0.78% | +25.2% |
| Q3 2023 | $4,173,322 | -14.3% | 94,355 | -10.6% | 0.62% | -1.1% |
| Q2 2023 | $4,871,219 | -16.6% | 105,529 | -15.2% | 0.63% | -17.7% |
| Q1 2023 | $5,840,964 | +76.3% | 124,514 | +71.6% | 0.77% | +66.7% |
| Q4 2022 | $3,312,201 | +25.4% | 72,556 | +24.5% | 0.46% | +8.0% |
| Q3 2022 | $2,641,000 | +38.0% | 58,291 | +45.8% | 0.43% | +45.4% |
| Q2 2022 | $1,914,000 | +221.7% | 39,980 | +240.0% | 0.29% | +266.2% |
| Q1 2022 | $595,000 | – | 11,759 | – | 0.08% | – |
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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% |