Rather & Kittrell, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.

Quarter-by-quarter ownership
Rather & Kittrell, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$307,000
-5.2%
6,7870.0%0.32%
-9.0%
Q2 2022$324,000
-5.5%
6,7870.0%0.36%
+6.3%
Q1 2022$343,000
+13.6%
6,787
+21.4%
0.33%
+25.6%
Q4 2021$302,0005,5900.27%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Rockbridge Investment Management, LCC 1,967,402$90,815,26715.97%
THEORY FINANCIAL LLC 562,134$25,948,10514.94%
Tenret Co LLC 332,727$15,358,67812.86%
FFG RETIREMENT ADVISORS LLC 297,664$13,740,17011.00%
FINANCIAL LIFE ADVISORS 495,831$22,887,5599.55%
Pioneer Wealth Management Group 254,394$11,742,8429.33%
KilterHowling LLC 233,994$10,801,1609.24%
RATIONAL ADVISORS LLC 2,404,877$111,009,1229.19%
Members Advisory Group LLC 293,295$13,538,5928.44%
BlueSky Wealth Advisors, LLC 902,144$41,642,9568.37%
View complete list of SCHWAB STRATEGIC TR shareholders