SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,429 | +5.4% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4,202 | -74.7% | 95 | -73.6% | 0.00% | -75.0% |
| Q2 2023 | $16,617 | -1.6% | 360 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $16,887 | +2.8% | 360 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,434 | +2.7% | 360 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | +220.0% | 360 | +239.6% | 0.01% | +400.0% |
| Q2 2022 | $5,000 | – | 106 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
| KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
| Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
| Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
| FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
| RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
| Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
| BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
| Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
| Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |