SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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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% |