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 ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,204,871 | $65,376,000 | 21.30% |
| Advisory Services & Investments, LLC | 474,272 | $25,734,000 | 16.89% |
| Total Wealth Planning, LLC | 668,671 | $36,282,000 | 13.17% |
| Tenret Co LLC | 251,289 | $13,635,000 | 12.83% |
| Northeast Financial Group, Inc. | 336,321 | $18,248,773 | 11.76% |
| JBJ Investment Partners, LLC | 1,040,229 | $56,443,000 | 11.72% |
| Rockbridge Investment Management, LCC | 1,269,131 | $68,863,000 | 11.38% |
| Alliance Wealth Management Group | 613,326 | $33,279,000 | 10.81% |
| RATIONAL ADVISORS LLC | 2,277,948 | $123,601,000 | 9.66% |
| BlueSky Wealth Advisors, LLC | 897,598 | $48,704,000 | 9.54% |