SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,137 | +8.1% | 7,238 | +12.8% | 0.03% | +12.0% |
| Q2 2023 | $296,163 | -3.2% | 6,416 | -1.7% | 0.02% | -7.4% |
| Q1 2023 | $306,041 | -30.8% | 6,524 | -32.6% | 0.03% | -35.7% |
| Q4 2022 | $442,137 | +38.2% | 9,685 | +36.9% | 0.04% | +27.3% |
| Q3 2022 | $320,000 | -91.0% | 7,073 | -90.5% | 0.03% | -92.4% |
| Q2 2022 | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| Q1 2022 | $29,308,000 | +12061.0% | 579,553 | +12877.0% | 3.50% | +12392.9% |
| Q4 2021 | $241,000 | -16.6% | 4,466 | -16.2% | 0.03% | -22.2% |
| Q3 2021 | $289,000 | +36.3% | 5,329 | +37.1% | 0.04% | +33.3% |
| Q2 2021 | $212,000 | -99.8% | 3,886 | +57.1% | 0.03% | -18.2% |
| Q4 2016 | $127,411,000 | – | 2,474 | – | 0.03% | – |
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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% |