SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $214,408 | -0.9% | 4,704 | 0.0% | 0.20% | -3.3% |
| Q1 2024 | $216,384 | -10.3% | 4,704 | -13.8% | 0.21% | +6.6% |
| Q4 2023 | $241,230 | 0.0% | 5,454 | 0.0% | 0.20% | -16.6% |
| Q3 2023 | $241,230 | -18.4% | 5,454 | -14.9% | 0.24% | -27.7% |
| Q2 2023 | $295,701 | -6.3% | 6,406 | -4.8% | 0.32% | +8.0% |
| Q1 2023 | $315,517 | -0.4% | 6,726 | -3.0% | 0.30% | -7.1% |
| Q4 2022 | $316,628 | -88.2% | 6,936 | -88.2% | 0.32% | -89.6% |
| Q3 2022 | $2,674,000 | -7.0% | 59,007 | -1.8% | 3.11% | -0.1% |
| Q2 2022 | $2,875,000 | +8.3% | 60,060 | +14.5% | 3.12% | +19.8% |
| Q1 2022 | $2,654,000 | +12.1% | 52,476 | +19.5% | 2.60% | +15.3% |
| Q4 2021 | $2,367,000 | – | 43,910 | – | 2.26% | – |
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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% |