SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,371 | -4.2% | 5,005 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $231,031 | -7.4% | 5,005 | -5.9% | 0.03% | -11.1% |
| Q1 2023 | $249,608 | -52.5% | 5,321 | -53.8% | 0.04% | -52.6% |
| Q4 2022 | $525,934 | -29.0% | 11,521 | -29.6% | 0.08% | -33.9% |
| Q3 2022 | $741,000 | -10.8% | 16,356 | -5.8% | 0.12% | -7.3% |
| Q2 2022 | $831,000 | -5.4% | 17,356 | 0.0% | 0.12% | +13.8% |
| Q1 2022 | $878,000 | -9.8% | 17,356 | -2.7% | 0.11% | -11.4% |
| Q2 2021 | $973,000 | +1.1% | 17,831 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $962,000 | – | 17,831 | – | 0.13% | – |
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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% |