SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 568 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 18.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $25,158 | +2.1% | 552 | +3.0% | 0.01% | 0.0% |
Q1 2024 | $24,639 | +4.0% | 536 | +5.5% | 0.01% | -10.0% |
Q4 2023 | $23,701 | -11.1% | 508 | -15.8% | 0.01% | -16.7% |
Q3 2023 | $26,666 | -3.4% | 603 | +0.8% | 0.01% | -7.7% |
Q2 2023 | $27,594 | +25.0% | 598 | +27.0% | 0.01% | +18.2% |
Q1 2023 | $22,080 | +65.9% | 471 | +61.3% | 0.01% | +57.1% |
Q4 2022 | $13,313 | +80.8% | 292 | +79.1% | 0.01% | +75.0% |
Q3 2022 | $7,363 | +275.1% | 163 | +297.6% | 0.00% | +300.0% |
Q2 2022 | $1,963 | – | 41 | – | 0.00% | – |
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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% |