SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,205,193 | -35.6% | 70,320 | -35.0% | 3.31% | +16.4% |
| Q1 2024 | $4,979,024 | +16.3% | 108,240 | +17.9% | 2.84% | +2.7% |
| Q4 2023 | $4,281,635 | +8.3% | 91,841 | +0.5% | 2.77% | -2.2% |
| Q3 2023 | $3,953,199 | -3.5% | 91,340 | +2.9% | 2.83% | -1.6% |
| Q2 2023 | $4,098,242 | +3.7% | 88,745 | +5.9% | 2.87% | -4.5% |
| Q1 2023 | $3,952,054 | +5.8% | 83,801 | +3.9% | 3.01% | +4.7% |
| Q4 2022 | $3,737,131 | -5.3% | 80,646 | -7.4% | 2.88% | -16.5% |
| Q3 2022 | $3,948,000 | -21.9% | 87,127 | -17.1% | 3.45% | -16.6% |
| Q2 2022 | $5,058,000 | -3.6% | 105,117 | -2.3% | 4.13% | +0.1% |
| Q1 2022 | $5,249,000 | -7.4% | 107,612 | -2.1% | 4.13% | -3.5% |
| Q4 2021 | $5,671,000 | – | 109,970 | – | 4.28% | – |
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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% |