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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,771,884 | +18.2% | 80,907 | +12.2% | 0.39% | +4.6% |
| Q3 2023 | $3,189,912 | +8.2% | 72,121 | +13.0% | 0.37% | -11.0% |
| Q2 2023 | $2,947,039 | -8.1% | 63,844 | -6.6% | 0.42% | +14.2% |
| Q1 2023 | $3,207,215 | +18.3% | 68,370 | +16.8% | 0.36% | +93.1% |
| Q4 2022 | $2,710,600 | +94.0% | 58,519 | +103.1% | 0.19% | +94.8% |
| Q1 2022 | $1,397,000 | +27.8% | 28,818 | +39.0% | 0.10% | +34.7% |
| Q4 2021 | $1,093,000 | – | 20,738 | – | 0.07% | – |
Download | ||||||
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% |