SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $209,696 | +8.6% | 4,498 | +3.0% | 0.10% | +6.1% |
| Q3 2023 | $193,063 | +0.4% | 4,365 | +4.8% | 0.10% | +5.3% |
| Q2 2023 | $192,341 | -0.4% | 4,167 | +1.2% | 0.09% | -6.9% |
| Q1 2023 | $193,090 | +5.7% | 4,116 | +2.9% | 0.10% | +2.0% |
| Q4 2022 | $182,602 | +2.6% | 4,000 | +1.8% | 0.10% | +3.1% |
| Q3 2022 | $178,000 | -0.6% | 3,928 | +5.3% | 0.10% | +6.7% |
| Q2 2022 | $179,000 | -5.3% | 3,729 | -0.3% | 0.09% | +12.5% |
| Q1 2022 | $189,000 | -6.9% | 3,741 | -0.8% | 0.08% | +1.3% |
| Q4 2021 | $203,000 | +4.6% | 3,772 | +5.6% | 0.08% | -3.7% |
| Q3 2021 | $194,000 | +19.0% | 3,572 | +19.9% | 0.08% | +60.8% |
| Q2 2021 | $163,000 | +5.8% | 2,978 | +4.0% | 0.05% | +13.3% |
| Q1 2021 | $154,000 | +3.4% | 2,863 | +7.7% | 0.04% | 0.0% |
| Q4 2020 | $149,000 | +4.9% | 2,658 | +5.3% | 0.04% | -6.2% |
| Q3 2020 | $142,000 | +129.0% | 2,525 | +130.6% | 0.05% | +118.2% |
| Q2 2020 | $62,000 | -19.5% | 1,095 | -23.2% | 0.02% | -31.2% |
| Q1 2020 | $77,000 | +4.1% | 1,426 | +3.0% | 0.03% | +45.5% |
| Q4 2019 | $74,000 | +2.8% | 1,384 | +4.2% | 0.02% | -4.3% |
| Q3 2019 | $72,000 | +5.9% | 1,328 | +3.6% | 0.02% | +4.5% |
| Q2 2019 | $68,000 | +4.6% | 1,282 | +2.5% | 0.02% | +4.8% |
| Q1 2019 | $65,000 | +25.0% | 1,251 | +22.2% | 0.02% | +16.7% |
| Q4 2018 | $52,000 | +10.6% | 1,024 | +9.4% | 0.02% | +38.5% |
| Q3 2018 | $47,000 | – | 936 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 584,917 | $25,870,879 | 15.17% |
| Pinnacle Wealth Management, LLC | 233,275 | $10,317,753 | 12.52% |
| Pioneer Wealth Management Group | 348,940 | $15,433,623 | 11.76% |
| FINANCIAL LIFE ADVISORS | 526,806 | $23,300,618 | 10.03% |
| FFG RETIREMENT ADVISORS LLC | 262,768 | $11,622,229 | 9.64% |
| KilterHowling LLC | 240,339 | $10,630,186 | 9.36% |
| RATIONAL ADVISORS LLC | 2,312,140 | $102,265,952 | 9.26% |
| BlueSky Wealth Advisors, LLC | 995,422 | $44,027,517 | 9.00% |
| Waterford Advisors, LLC | 347,825 | $15,384,300 | 8.61% |
| Members Advisory Group LLC | 276,811 | $12,243,437 | 7.91% |