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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,358 | +57.2% | 29,410 | +59.8% | 0.56% | +46.2% |
| Q1 2023 | $864 | +29.1% | 18,409 | +25.7% | 0.38% | +58.3% |
| Q4 2022 | $669 | -99.9% | 14,651 | +21.6% | 0.24% | -20.1% |
| Q2 2022 | $577,000 | -61.2% | 12,045 | -59.1% | 0.30% | -34.1% |
| Q1 2022 | $1,489,000 | -52.5% | 29,442 | -49.4% | 0.46% | -18.0% |
| Q4 2021 | $3,135,000 | +375.0% | 58,168 | +378.0% | 0.56% | +176.4% |
| Q3 2021 | $660,000 | -78.3% | 12,168 | -78.1% | 0.20% | -67.6% |
| Q2 2021 | $3,041,000 | -21.8% | 55,688 | -19.8% | 0.63% | -33.2% |
| Q4 2020 | $3,889,000 | – | 69,417 | – | 0.94% | – |
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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% |