SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 530 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $968,512 | -0.9% | 21,249 | 0.0% | 0.71% | -1.2% |
| Q1 2024 | $977,437 | +0.6% | 21,249 | +2.0% | 0.72% | -6.6% |
| Q4 2023 | $971,543 | +5.4% | 20,840 | 0.0% | 0.77% | -7.4% |
| Q3 2023 | $921,737 | -6.1% | 20,840 | -2.0% | 0.83% | -3.0% |
| Q2 2023 | $982,068 | -1.6% | 21,275 | 0.0% | 0.86% | -7.3% |
| Q1 2023 | $998,025 | +2.8% | 21,275 | +1877.2% | 0.93% | -5.5% |
| Q4 2022 | $971,218 | +0.7% | 1,076 | +0.3% | 0.98% | -9.9% |
| Q3 2022 | $964,000 | -5.3% | 1,073 | -1.6% | 1.09% | -0.7% |
| Q2 2022 | $1,018,000 | -5.4% | 1,091 | -1.4% | 1.10% | +10.7% |
| Q1 2022 | $1,076,000 | -6.1% | 1,106 | -1.8% | 0.99% | +0.4% |
| Q4 2021 | $1,146,000 | – | 1,126 | – | 0.99% | – |
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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% |