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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,106,201 | -14.0% | 24,593 | -10.8% | 0.40% | -18.2% |
| Q4 2023 | $1,285,881 | +23.0% | 27,582 | +16.7% | 0.49% | +8.6% |
| Q3 2023 | $1,045,118 | -7.3% | 23,629 | -3.2% | 0.45% | -6.4% |
| Q2 2023 | $1,126,819 | +40.8% | 24,411 | +43.1% | 0.48% | +22.0% |
| Q1 2023 | $800,480 | +43.4% | 17,064 | +39.6% | 0.40% | +26.6% |
| Q4 2022 | $558,170 | -29.0% | 12,227 | -29.5% | 0.31% | -39.8% |
| Q3 2022 | $786,000 | -7.0% | 17,338 | -1.8% | 0.52% | -8.8% |
| Q2 2022 | $845,000 | -29.1% | 17,657 | -25.1% | 0.57% | -38.9% |
| Q1 2022 | $1,192,000 | +26.7% | 23,567 | +35.0% | 0.93% | +57.2% |
| Q4 2021 | $941,000 | – | 17,458 | – | 0.59% | – |
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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% |