SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,340,717 | +6.4% | 30,312 | +11.1% | 0.03% | +7.7% |
| Q2 2023 | $1,259,829 | +8.3% | 27,293 | +10.0% | 0.03% | +4.0% |
| Q1 2023 | $1,163,517 | +23.0% | 24,803 | +19.7% | 0.02% | +13.6% |
| Q4 2022 | $946,213 | +52.9% | 20,728 | +51.7% | 0.02% | +83.3% |
| Q3 2022 | $619,000 | +5.8% | 13,662 | +11.8% | 0.01% | +9.1% |
| Q2 2022 | $585,000 | +84.0% | 12,219 | +94.4% | 0.01% | +83.3% |
| Q1 2022 | $318,000 | +26.7% | 6,284 | +35.0% | 0.01% | +50.0% |
| Q4 2021 | $251,000 | +19.5% | 4,654 | +20.4% | 0.00% | 0.0% |
| Q3 2021 | $210,000 | – | 3,866 | – | 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% |