SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,295 | -15.0% | 6,744 | -11.3% | 0.03% | -14.3% |
| Q2 2023 | $350,917 | +11.8% | 7,602 | +13.6% | 0.04% | +6.1% |
| Q1 2023 | $313,799 | +1.5% | 6,689 | -1.3% | 0.03% | -5.7% |
| Q4 2022 | $309,289 | +5.9% | 6,775 | +5.2% | 0.04% | -10.3% |
| Q3 2022 | $292,000 | +2.8% | 6,443 | +8.5% | 0.04% | +2.6% |
| Q2 2022 | $284,000 | -11.0% | 5,937 | -6.0% | 0.04% | -2.6% |
| Q1 2022 | $319,000 | -3.0% | 6,313 | +3.4% | 0.04% | 0.0% |
| Q4 2021 | $329,000 | +1.9% | 6,104 | +2.6% | 0.04% | -13.3% |
| Q3 2021 | $323,000 | +5.2% | 5,949 | +5.7% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | -1.6% | 5,629 | -2.7% | 0.04% | -11.8% |
| Q1 2021 | $312,000 | -6.9% | 5,784 | -3.2% | 0.05% | -17.7% |
| Q4 2020 | $335,000 | -2.0% | 5,978 | -2.0% | 0.06% | -17.3% |
| Q3 2020 | $342,000 | -16.0% | 6,103 | -15.7% | 0.08% | -16.7% |
| Q2 2020 | $407,000 | -1.5% | 7,236 | -5.4% | 0.09% | +30.4% |
| Q1 2020 | $413,000 | -11.8% | 7,648 | -16.1% | 0.07% | +23.2% |
| Q4 2019 | $468,000 | – | 9,116 | – | 0.06% | – |
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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% |