SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,349 | +3.1% | 18,615 | +7.6% | 0.07% | +3.0% |
| Q2 2023 | $798,248 | +9.7% | 17,293 | +11.5% | 0.07% | +4.7% |
| Q1 2023 | $727,533 | +61.6% | 15,509 | +57.2% | 0.06% | +45.5% |
| Q4 2022 | $450,340 | -7.9% | 9,865 | -8.5% | 0.04% | -15.4% |
| Q3 2022 | $489,000 | +34.0% | 10,785 | +41.3% | 0.05% | +36.8% |
| Q2 2022 | $365,000 | +31.3% | 7,633 | +38.8% | 0.04% | +46.2% |
| Q1 2022 | $278,000 | +32.4% | 5,499 | +41.1% | 0.03% | +36.8% |
| Q4 2021 | $210,000 | -44.6% | 3,898 | -47.8% | 0.02% | -91.4% |
| Q3 2013 | $379,000 | – | 7,464 | +746300.0% | 0.22% | – |
| Q2 2013 | $0 | – | 1 | – | 0.00% | – |
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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% |