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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,836,765 | -5.0% | 168,099 | -9.8% | 3.09% | -14.1% |
| Q3 2023 | $8,246,944 | -16.0% | 186,456 | -12.3% | 3.60% | -13.3% |
| Q2 2023 | $9,817,127 | -2.9% | 212,676 | -1.3% | 4.15% | -11.3% |
| Q1 2023 | $10,110,432 | +39.7% | 215,528 | +36.0% | 4.68% | +30.1% |
| Q4 2022 | $7,234,813 | -8.2% | 158,484 | -8.8% | 3.60% | -10.0% |
| Q3 2022 | $7,878,000 | -9.9% | 173,869 | -4.9% | 3.99% | -1.5% |
| Q2 2022 | $8,747,000 | -24.2% | 182,741 | -19.9% | 4.05% | -11.5% |
| Q1 2022 | $11,534,000 | – | 228,080 | – | 4.58% | – |
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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% |