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 | $3,467,285 | +29.3% | 78,392 | +34.9% | 0.24% | +38.6% |
| Q2 2023 | $2,682,401 | +3.8% | 58,111 | +5.4% | 0.18% | +23.9% |
| Q1 2023 | $2,585,261 | +35.7% | 55,111 | +32.1% | 0.14% | +14.5% |
| Q4 2022 | $1,904,594 | +12.5% | 41,722 | +11.7% | 0.12% | +1.6% |
| Q3 2022 | $1,693,000 | -40.2% | 37,357 | -36.9% | 0.12% | -39.3% |
| Q2 2022 | $2,833,000 | +34.8% | 59,175 | +42.5% | 0.20% | +55.8% |
| Q1 2022 | $2,101,000 | +123.7% | 41,537 | +138.4% | 0.13% | +122.4% |
| Q4 2021 | $939,000 | – | 17,421 | – | 0.06% | – |
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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% |