SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308 | -100.0% | 6,979 | -88.0% | 0.00% | -89.3% |
| Q3 2022 | $2,633,000 | +405.4% | 58,112 | +433.0% | 0.03% | +366.7% |
| Q2 2022 | $521,000 | -69.0% | 10,902 | -67.2% | 0.01% | -50.0% |
| Q1 2022 | $1,683,000 | +297.9% | 33,285 | +326.1% | 0.01% | +300.0% |
| Q3 2021 | $423,000 | +20.2% | 7,811 | +24.8% | 0.00% | -72.7% |
| Q2 2020 | $352,000 | -70.9% | 6,259 | -71.9% | 0.01% | -85.9% |
| Q1 2020 | $1,210,000 | – | 22,303 | – | 0.08% | – |
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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% |