SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $677,633 | -7.5% | 15,321 | -3.5% | 0.12% | -5.6% |
Q2 2023 | $732,888 | -0.3% | 15,877 | +1.3% | 0.12% | -2.4% |
Q1 2023 | $735,019 | -2.4% | 15,669 | -5.0% | 0.13% | -5.2% |
Q4 2022 | $753,279 | -18.5% | 16,501 | -19.1% | 0.13% | -23.9% |
Q3 2022 | $924,000 | -12.2% | 20,402 | -7.2% | 0.18% | -6.4% |
Q2 2022 | $1,052,000 | -3.8% | 21,979 | +1.6% | 0.19% | +8.7% |
Q1 2022 | $1,094,000 | +2.6% | 21,643 | +8.1% | 0.17% | +5.5% |
Q4 2021 | $1,066,000 | -1.8% | 20,029 | +0.2% | 0.16% | -7.3% |
Q3 2021 | $1,085,000 | -2.1% | 19,992 | -1.5% | 0.18% | -2.7% |
Q2 2021 | $1,108,000 | +8.5% | 20,301 | +7.3% | 0.18% | +1.7% |
Q1 2021 | $1,021,000 | +194.2% | 18,926 | +205.4% | 0.18% | +203.4% |
Q4 2020 | $347,000 | +594.0% | 6,197 | +552.3% | 0.06% | +181.0% |
Q2 2019 | $50,000 | +2.0% | 950 | 0.0% | 0.02% | -4.5% |
Q1 2019 | $49,000 | +2.1% | 950 | 0.0% | 0.02% | -8.3% |
Q4 2018 | $48,000 | 0.0% | 950 | 0.0% | 0.02% | +9.1% |
Q3 2018 | $48,000 | 0.0% | 950 | 0.0% | 0.02% | -8.3% |
Q2 2018 | $48,000 | 0.0% | 950 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $48,000 | -2.0% | 950 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $49,000 | -52.0% | 950 | -51.3% | 0.02% | -52.9% |
Q3 2017 | $102,000 | 0.0% | 1,950 | 0.0% | 0.05% | -1.9% |
Q2 2017 | $102,000 | +1.0% | 1,950 | 0.0% | 0.05% | -3.7% |
Q1 2017 | $101,000 | +1.0% | 1,950 | 0.0% | 0.05% | +1.9% |
Q4 2016 | $100,000 | – | 1,950 | – | 0.05% | – |
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% |