SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,475 | -11.8% | 7,110 | -8.0% | 0.17% | -8.5% |
| Q2 2023 | $356,693 | -51.6% | 7,727 | -50.8% | 0.19% | -5.1% |
| Q1 2023 | $736,516 | +4.3% | 15,700 | +1.5% | 0.20% | -50.1% |
| Q4 2022 | $706,342 | +100.1% | 15,473 | +109.1% | 0.40% | +97.5% |
| Q2 2022 | $353,000 | – | 7,401 | – | 0.20% | – |
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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% |