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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $435,000 | +0.2% | 8,064 | +0.8% | 0.07% | -11.5% |
| Q3 2021 | $434,000 | +0.7% | 8,002 | +1.5% | 0.08% | 0.0% |
| Q2 2021 | $431,000 | +5.1% | 7,887 | +3.7% | 0.08% | -3.7% |
| Q1 2021 | $410,000 | +8.8% | 7,604 | +13.1% | 0.08% | +3.8% |
| Q4 2020 | $377,000 | +8.3% | 6,726 | +8.4% | 0.08% | +212.0% |
| Q3 2020 | $348,000 | +6.4% | 6,207 | +6.9% | 0.02% | 0.0% |
| Q2 2020 | $327,000 | -6.6% | 5,807 | -10.0% | 0.02% | -37.5% |
| Q1 2020 | $350,000 | -9.8% | 6,453 | -11.2% | 0.04% | -60.0% |
| Q4 2019 | $388,000 | +2.1% | 7,265 | +2.8% | 0.10% | -3.8% |
| Q3 2019 | $380,000 | -6.2% | 7,065 | -7.5% | 0.10% | -9.6% |
| Q2 2019 | $405,000 | +9.8% | 7,640 | +7.3% | 0.12% | +6.5% |
| Q1 2019 | $369,000 | +21.4% | 7,122 | +18.5% | 0.11% | +8.0% |
| Q4 2018 | $304,000 | -7.6% | 6,008 | -8.3% | 0.10% | -1.0% |
| Q3 2018 | $329,000 | +9.7% | 6,551 | +10.4% | 0.10% | 0.0% |
| Q2 2018 | $300,000 | +11.5% | 5,934 | +12.6% | 0.10% | +9.8% |
| Q1 2018 | $269,000 | +6.7% | 5,272 | +8.8% | 0.09% | +7.0% |
| Q4 2017 | $252,000 | +3.7% | 4,844 | +4.2% | 0.09% | -2.3% |
| Q3 2017 | $243,000 | +3.4% | 4,647 | +3.4% | 0.09% | -1.1% |
| Q2 2017 | $235,000 | +15.2% | 4,496 | +14.3% | 0.09% | +9.9% |
| Q1 2017 | $204,000 | – | 3,934 | – | 0.08% | – |
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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% |