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 | $1,182,562 | +19.3% | 26,737 | +24.5% | 0.02% | +12.5% |
| Q2 2023 | $991,362 | -2.5% | 21,477 | -0.9% | 0.02% | -5.9% |
| Q1 2023 | $1,016,382 | +3.6% | 21,667 | +0.9% | 0.02% | -5.6% |
| Q4 2022 | $980,683 | -9.3% | 21,483 | -10.0% | 0.02% | -37.9% |
| Q3 2022 | $1,081,000 | -5.4% | 23,868 | -0.0% | 0.03% | +11.5% |
| Q2 2022 | $1,143,000 | -5.4% | 23,877 | -0.1% | 0.03% | +8.3% |
| Q1 2022 | $1,208,000 | -5.3% | 23,890 | +0.9% | 0.02% | -7.7% |
| Q4 2021 | $1,276,000 | -5.6% | 23,677 | -5.0% | 0.03% | 0.0% |
| Q3 2021 | $1,352,000 | -1.6% | 24,919 | -0.9% | 0.03% | -21.2% |
| Q2 2021 | $1,374,000 | +573.5% | 25,156 | +551.7% | 0.03% | +266.7% |
| Q2 2019 | $204,000 | -10.5% | 3,860 | -12.3% | 0.01% | -18.2% |
| Q1 2019 | $228,000 | -1.3% | 4,402 | -3.1% | 0.01% | -15.4% |
| Q4 2018 | $231,000 | – | 4,543 | – | 0.01% | – |
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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% |