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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $70,000 | -5.4% | 1,374 | -7.0% | 0.03% | +17.9% |
| Q3 2018 | $74,000 | 0.0% | 1,477 | +1.4% | 0.03% | -6.7% |
| Q2 2018 | $74,000 | +1.4% | 1,456 | +1.9% | 0.03% | 0.0% |
| Q1 2018 | $73,000 | +1.4% | 1,429 | +2.9% | 0.03% | +3.4% |
| Q4 2017 | $72,000 | -36.3% | 1,389 | -35.4% | 0.03% | -37.0% |
| Q3 2017 | $113,000 | +1.8% | 2,151 | +1.2% | 0.05% | +2.2% |
| Q2 2017 | $111,000 | +270.0% | 2,125 | +267.6% | 0.04% | +246.2% |
| Q1 2017 | $30,000 | 0.0% | 578 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $30,000 | -99.9% | 578 | +1.9% | 0.01% | -7.1% |
| Q3 2016 | $30,185,000 | -6.8% | 567 | -5.8% | 0.01% | -6.7% |
| Q2 2016 | $32,391,000 | +21.8% | 602 | +19.7% | 0.02% | +15.4% |
| Q1 2016 | $26,591,000 | +6.7% | 503 | +4.1% | 0.01% | +8.3% |
| Q4 2015 | $24,922,000 | – | 483 | – | 0.01% | – |
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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% |