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 | $533 | -35.2% | 11,688 | -34.6% | 0.38% | -36.1% |
| Q1 2024 | $822 | -33.8% | 17,867 | -32.9% | 0.59% | -39.9% |
| Q4 2023 | $1,242 | -44.1% | 26,636 | -47.0% | 0.98% | -49.5% |
| Q3 2023 | $2,221 | -6.0% | 50,216 | -1.9% | 1.95% | -7.6% |
| Q2 2023 | $2,362 | +18.6% | 51,169 | +20.5% | 2.11% | +16.8% |
| Q1 2023 | $1,991 | -99.9% | 42,450 | +16.1% | 1.81% | +10.6% |
| Q4 2022 | $1,720,022 | +3.2% | 36,557 | -1.6% | 1.63% | -6.9% |
| Q3 2022 | $1,666,000 | – | 37,139 | – | 1.76% | – |
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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% |