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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,480 | -15.5% | 7,314 | -11.8% | 0.23% | -4.6% |
| Q2 2023 | $382,678 | +9.6% | 8,290 | +11.4% | 0.24% | -1.2% |
| Q1 2023 | $349,141 | +31.3% | 7,443 | +27.8% | 0.24% | +27.7% |
| Q4 2022 | $265,814 | -32.1% | 5,823 | -32.6% | 0.19% | -37.4% |
| Q3 2022 | $391,683 | -4.8% | 8,645 | +0.6% | 0.30% | -9.8% |
| Q2 2022 | $411,224 | -6.2% | 8,590 | -1.0% | 0.34% | -7.7% |
| Q1 2022 | $438,627 | -16.3% | 8,674 | -10.7% | 0.37% | -5.7% |
| Q4 2021 | $523,768 | +53.4% | 9,717 | +54.4% | 0.39% | +39.1% |
| Q3 2021 | $341,520 | -23.2% | 6,294 | -22.8% | 0.28% | -18.2% |
| Q2 2021 | $444,892 | +16.3% | 8,148 | +14.9% | 0.34% | +8.9% |
| Q1 2021 | $382,601 | -0.4% | 7,092 | +3.4% | 0.31% | -12.1% |
| Q4 2020 | $384,178 | – | 6,857 | – | 0.36% | – |
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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% |