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 | $368,798 | -1.7% | 8,091 | -0.8% | 0.20% | -6.5% |
| Q1 2024 | $375,294 | -22.6% | 8,159 | -21.6% | 0.22% | -28.1% |
| Q4 2023 | $485,093 | +2.4% | 10,405 | -2.8% | 0.30% | -7.1% |
| Q3 2023 | $473,505 | -10.9% | 10,706 | -7.0% | 0.32% | -8.5% |
| Q2 2023 | $531,281 | -1.4% | 11,510 | +0.3% | 0.35% | -6.4% |
| Q1 2023 | $538,553 | +0.1% | 11,481 | -2.6% | 0.38% | -5.3% |
| Q4 2022 | $538,245 | -1.8% | 11,791 | -2.6% | 0.40% | -9.2% |
| Q3 2022 | $548,000 | -5.5% | 12,101 | -0.1% | 0.44% | -2.0% |
| Q2 2022 | $580,000 | -27.6% | 12,110 | -23.5% | 0.45% | -19.9% |
| Q1 2022 | $801,000 | -91.1% | 15,837 | -90.6% | 0.56% | -91.3% |
| Q4 2021 | $9,044,000 | – | 167,788 | – | 6.38% | – |
Download | ||||||
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% |