SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 18.00 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 ↓ |
|---|---|---|---|
| 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% |