SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,176,158 | +4.5% | 94,420 | +9.0% | 1.40% | +7.5% |
| Q2 2023 | $3,996,821 | +37.7% | 86,586 | +37.8% | 1.30% | +37.0% |
| Q1 2023 | $2,901,507 | +139.0% | 62,840 | +136.3% | 0.95% | +119.2% |
| Q4 2022 | $1,213,808 | +8.4% | 26,589 | +7.6% | 0.43% | +6.7% |
| Q3 2022 | $1,120,000 | +2.8% | 24,708 | +8.5% | 0.41% | +9.1% |
| Q2 2022 | $1,090,000 | -32.9% | 22,771 | -29.1% | 0.37% | -21.5% |
| Q1 2022 | $1,624,000 | -16.8% | 32,117 | -11.4% | 0.47% | -15.5% |
| Q4 2021 | $1,953,000 | +8.4% | 36,242 | +9.1% | 0.56% | -39.4% |
| Q3 2021 | $1,802,000 | -4.2% | 33,207 | -3.6% | 0.93% | +58.0% |
| Q2 2021 | $1,881,000 | +22.5% | 34,442 | +21.0% | 0.59% | +14.7% |
| Q1 2021 | $1,535,000 | – | 28,453 | – | 0.51% | – |
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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% |