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 | $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 | 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% |