SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,383 | +34.4% | 12,448 | +41.6% | 0.01% | +50.0% |
| Q2 2023 | $399,197 | -0.6% | 8,791 | +1.9% | 0.01% | 0.0% |
| Q1 2023 | $401,501 | +1.0% | 8,627 | +1.2% | 0.01% | 0.0% |
| Q4 2022 | $397,436 | -59.2% | 8,525 | -60.7% | 0.01% | -65.2% |
| Q3 2022 | $975,000 | +2.3% | 21,697 | +8.5% | 0.02% | +9.5% |
| Q2 2022 | $953,000 | -9.6% | 20,000 | -6.7% | 0.02% | 0.0% |
| Q1 2022 | $1,054,000 | -1.8% | 21,436 | +6.1% | 0.02% | +16.7% |
| Q4 2021 | $1,073,000 | +11.7% | 20,210 | +14.0% | 0.02% | +5.9% |
| Q3 2021 | $961,000 | +3.1% | 17,728 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $932,000 | – | 17,070 | – | 0.02% | – |
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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% |