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 | $11,073,216 | -16.8% | 250,353 | -13.6% | 0.02% | -33.3% |
| Q2 2023 | $13,308,786 | -7.2% | 289,624 | -5.2% | 0.02% | -11.1% |
| Q1 2023 | $14,342,985 | +2.5% | 305,611 | -0.3% | 0.03% | -3.6% |
| Q4 2022 | $13,992,075 | -5.7% | 306,489 | -6.4% | 0.03% | -17.6% |
| Q3 2022 | $14,841,000 | -11.4% | 327,551 | -6.3% | 0.03% | -8.1% |
| Q2 2022 | $16,755,000 | -26.4% | 349,418 | -30.7% | 0.04% | -15.9% |
| Q1 2022 | $22,778,000 | -20.9% | 503,982 | -5.8% | 0.04% | -18.5% |
| Q4 2021 | $28,786,000 | +0.7% | 535,149 | +1.6% | 0.05% | -10.0% |
| Q3 2021 | $28,600,000 | -1.8% | 526,825 | -1.4% | 0.06% | -4.8% |
| Q2 2021 | $29,128,000 | +5.8% | 534,168 | +4.7% | 0.06% | -4.5% |
| Q1 2021 | $27,530,000 | +9.6% | 510,117 | +13.8% | 0.07% | -1.5% |
| Q4 2020 | $25,121,000 | +14.5% | 448,326 | +14.6% | 0.07% | +1.5% |
| Q3 2020 | $21,942,000 | +20.6% | 391,153 | +20.9% | 0.07% | +8.2% |
| Q2 2020 | $18,189,000 | -3.5% | 323,664 | -81.5% | 0.06% | -20.8% |
| Q1 2020 | $18,851,000 | – | 1,753,168 | – | 0.08% | – |
Download | ||||||
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% |