SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,667,615 | +709.5% | 35,549 | +771.9% | 0.04% | +76.0% |
| Q1 2022 | $206,000 | +1.0% | 4,077 | +8.2% | 0.02% | -19.4% |
| Q3 2021 | $204,000 | -1.0% | 3,768 | -0.3% | 0.03% | -24.4% |
| Q2 2021 | $206,000 | -24.8% | 3,778 | -25.5% | 0.04% | -31.7% |
| Q1 2021 | $274,000 | -26.1% | 5,073 | -23.3% | 0.06% | +900.0% |
| Q4 2020 | $371,000 | -0.8% | 6,613 | -0.9% | 0.01% | -14.3% |
| Q3 2020 | $374,000 | -9.0% | 6,674 | -8.7% | 0.01% | -12.5% |
| Q2 2020 | $411,000 | -41.7% | 7,306 | -43.7% | 0.01% | -63.6% |
| Q1 2020 | $705,000 | +1.4% | 12,986 | -0.1% | 0.02% | +4.8% |
| Q4 2019 | $695,000 | +45.4% | 13,004 | +46.4% | 0.02% | +10.5% |
| Q3 2019 | $478,000 | +9.1% | 8,883 | +7.4% | 0.02% | 0.0% |
| Q2 2019 | $438,000 | -29.2% | 8,271 | -30.7% | 0.02% | -48.6% |
| Q1 2019 | $619,000 | -5.1% | 11,936 | -7.3% | 0.04% | -56.0% |
| Q4 2018 | $652,000 | -42.4% | 12,877 | -42.8% | 0.08% | +29.2% |
| Q3 2018 | $1,131,000 | -3.4% | 22,507 | -2.7% | 0.06% | -22.6% |
| Q2 2018 | $1,171,000 | -21.7% | 23,134 | -21.1% | 0.08% | -34.9% |
| Q1 2018 | $1,496,000 | +4.5% | 29,336 | +6.6% | 0.13% | -7.2% |
| Q4 2017 | $1,432,000 | -11.5% | 27,509 | -11.0% | 0.14% | -87.3% |
| Q3 2017 | $1,618,000 | +18.7% | 30,895 | +18.4% | 1.09% | +577.6% |
| Q2 2017 | $1,363,000 | -0.4% | 26,095 | -1.2% | 0.16% | -23.3% |
| Q1 2017 | $1,368,000 | -48.2% | 26,416 | -48.5% | 0.21% | -65.6% |
| Q4 2016 | $2,642,000 | +22.5% | 51,294 | +27.7% | 0.61% | -41.9% |
| Q3 2016 | $2,156,000 | +27.0% | 40,172 | +27.2% | 1.05% | +15.0% |
| Q2 2016 | $1,697,000 | +48.1% | 31,583 | +45.6% | 0.91% | +29.9% |
| Q1 2016 | $1,146,000 | +50.6% | 21,696 | +46.8% | 0.70% | +681.1% |
| Q4 2015 | $761,000 | +24.3% | 14,775 | +25.9% | 0.09% | -86.4% |
| Q3 2015 | $612,000 | +53.8% | 11,738 | +52.4% | 0.66% | +74.6% |
| Q2 2015 | $398,000 | – | 7,702 | – | 0.38% | – |
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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% |