SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,945,000 | +14.4% | 58,626 | +15.3% | 1.76% | +4.7% |
| Q2 2018 | $2,574,000 | -2.2% | 50,837 | -1.5% | 1.68% | -6.9% |
| Q1 2018 | $2,632,000 | +37.7% | 51,600 | +40.5% | 1.80% | +54.1% |
| Q4 2017 | $1,911,000 | +26.8% | 36,728 | +27.6% | 1.17% | +19.4% |
| Q3 2017 | $1,507,000 | -0.5% | 28,782 | -0.7% | 0.98% | -4.5% |
| Q2 2017 | $1,514,000 | +5.1% | 28,985 | +4.2% | 1.02% | +1.7% |
| Q1 2017 | $1,441,000 | +44.7% | 27,830 | +43.8% | 1.01% | +32.5% |
| Q4 2016 | $996,000 | +6.6% | 19,352 | +11.1% | 0.76% | +1.5% |
| Q3 2016 | $934,000 | +31.2% | 17,421 | +31.5% | 0.75% | +26.7% |
| Q2 2016 | $712,000 | +89.4% | 13,245 | +86.0% | 0.59% | +78.9% |
| Q1 2016 | $376,000 | – | 7,121 | – | 0.33% | – |
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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% |