CWM, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
CWM, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$394
+57.0%
8,915
+64.0%
0.00%0.0%
Q2 2023$251
+765.5%
5,437
+769.9%
0.00%–
Q1 2023$29
-59.2%
625
-59.8%
0.00%
-100.0%
Q4 2022$71
-99.9%
1,554
-47.8%
0.00%0.0%
Q3 2022$135,000
+10.7%
2,975
+16.9%
0.00%0.0%
Q2 2022$122,000
+134.6%
2,545
+149.8%
0.00%–
Q1 2022$52,000
-48.0%
1,019
-44.9%
0.00%
-100.0%
Q4 2021$100,000
-6.5%
1,849
-5.2%
0.00%0.0%
Q2 2021$107,0000.0%1,9510.0%0.00%0.0%
Q1 2021$107,0000.0%1,9510.0%0.00%0.0%
Q4 2020$107,0000.0%1,9510.0%0.00%0.0%
Q3 2020$107,0000.0%1,9510.0%0.00%0.0%
Q2 2020$107,0000.0%1,9510.0%0.00%0.0%
Q1 2020$107,0000.0%1,9510.0%0.00%0.0%
Q4 2019$107,0000.0%1,9510.0%0.00%0.0%
Q3 2019$107,0000.0%1,9510.0%0.00%0.0%
Q2 2019$107,0000.0%1,9510.0%0.00%0.0%
Q1 2019$107,000
+463.2%
1,951
+406.8%
0.00%0.0%
Q2 2018$19,000
-5.0%
3850.0%0.00%0.0%
Q1 2018$20,000–385–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders