SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,796 | +343.3% | 5,783 | +370.2% | 0.03% | +371.4% |
| Q1 2023 | $57,700 | -51.9% | 1,230 | -53.2% | 0.01% | -58.8% |
| Q4 2022 | $120,060 | +110.6% | 2,630 | +108.4% | 0.02% | +88.9% |
| Q3 2022 | $57,000 | -5.0% | 1,262 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $60,000 | -6.2% | 1,262 | +0.2% | 0.01% | -10.0% |
| Q1 2022 | $64,000 | -5.9% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $68,000 | 0.0% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $68,000 | -1.4% | 1,260 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $69,000 | +4.5% | 1,260 | +2.4% | 0.01% | -57.1% |
| Q1 2021 | $66,000 | -4.3% | 1,230 | 0.0% | 0.03% | -9.7% |
| Q4 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | +14.8% |
| Q3 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | -6.9% |
| Q2 2020 | $69,000 | +3.0% | 1,230 | 0.0% | 0.03% | -12.1% |
| Q1 2020 | $67,000 | +1.5% | 1,230 | 0.0% | 0.03% | +26.9% |
| Q4 2019 | $66,000 | 0.0% | 1,230 | 0.0% | 0.03% | -10.3% |
| Q3 2019 | $66,000 | -2.9% | 1,230 | -8.3% | 0.03% | -12.1% |
| Q4 2018 | $68,000 | +195.7% | 1,342 | +198.2% | 0.03% | +230.0% |
| Q3 2018 | $23,000 | -8.0% | 450 | -9.5% | 0.01% | -9.1% |
| Q2 2018 | $25,000 | +8.7% | 497 | +10.4% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -97.9% | 450 | -97.9% | 0.01% | -97.8% |
| Q4 2017 | $1,114,000 | +111300.0% | 21,413 | +85552.0% | 0.49% | +48800.0% |
| Q2 2017 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |