SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 500 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326,125 | +0.4% | 7,155 | +1.4% | 0.04% | 0.0% |
| Q1 2024 | $324,668 | -1.6% | 7,058 | -0.3% | 0.04% | -6.2% |
| Q4 2023 | $329,883 | +5.4% | 7,076 | 0.0% | 0.05% | -9.4% |
| Q3 2023 | $312,971 | -3.8% | 7,076 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $325,474 | +0.9% | 7,051 | +2.6% | 0.05% | -1.9% |
| Q1 2023 | $322,459 | +96734.5% | 6,874 | -5.7% | 0.05% | -5.3% |
| Q4 2022 | $333 | -99.9% | 7,290 | -0.9% | 0.06% | -13.6% |
| Q3 2022 | $333,000 | -4.9% | 7,353 | +0.5% | 0.07% | 0.0% |
| Q2 2022 | $350,000 | -7.9% | 7,314 | -2.7% | 0.07% | +4.8% |
| Q1 2022 | $380,000 | – | 7,514 | – | 0.06% | – |
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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% |