SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $166,563 | -37.2% | 3,654 | -36.6% | 0.01% | +20.0% |
| Q1 2024 | $265,040 | +8.3% | 5,762 | +8.4% | 0.01% | -37.5% |
| Q4 2023 | $244,657 | +3.1% | 5,315 | -1.0% | 0.01% | -11.1% |
| Q3 2023 | $237,368 | -4.2% | 5,367 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $247,662 | -13.5% | 5,365 | -12.1% | 0.01% | -18.2% |
| Q1 2023 | $286,264 | +198694.4% | 6,102 | +92.9% | 0.01% | +37.5% |
| Q4 2022 | $144 | -99.9% | 3,164 | +1.8% | 0.01% | -11.1% |
| Q3 2022 | $141,000 | -24.6% | 3,108 | -20.5% | 0.01% | +12.5% |
| Q2 2022 | $187,000 | -48.2% | 3,909 | -45.2% | 0.01% | -20.0% |
| Q1 2022 | $361,000 | -48.7% | 7,137 | -45.3% | 0.01% | -37.5% |
| Q4 2021 | $704,000 | -17.7% | 13,056 | -17.1% | 0.02% | -30.4% |
| Q3 2021 | $855,000 | +0.9% | 15,757 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $847,000 | -77.0% | 15,510 | -77.3% | 0.02% | -76.5% |
| Q1 2021 | $3,682,000 | – | 68,249 | – | 0.10% | – |
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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% |