SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,981,716 | +2.0% | 1,695,268 | +6.5% | 3.75% | +1.4% |
| Q2 2023 | $73,486,075 | +2.1% | 1,591,986 | +3.7% | 3.70% | -4.8% |
| Q1 2023 | $72,007,608 | +4.1% | 1,535,016 | +1.3% | 3.88% | -6.2% |
| Q4 2022 | $69,190,230 | +1710.8% | 1,515,668 | +2124.4% | 4.14% | +1308.2% |
| Q3 2020 | $3,821,000 | -0.3% | 68,137 | 0.0% | 0.29% | -7.0% |
| Q2 2020 | $3,832,000 | -25.8% | 68,137 | -28.4% | 0.32% | -48.6% |
| Q1 2020 | $5,162,000 | +1.6% | 95,125 | 0.0% | 0.62% | +67.1% |
| Q4 2019 | $5,082,000 | +16.5% | 95,125 | +10.3% | 0.37% | -14.4% |
| Q4 2018 | $4,363,000 | – | 86,249 | – | 0.43% | – |
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% |