SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $915,348 | -13.3% | 20,695 | -9.5% | 0.52% | -7.9% |
Q2 2023 | $1,055,534 | +12.4% | 22,867 | +14.2% | 0.57% | -0.3% |
Q1 2023 | $938,990 | +16.6% | 20,017 | +13.5% | 0.57% | -0.5% |
Q4 2022 | $805,274 | -3.1% | 17,640 | -3.8% | 0.58% | -20.1% |
Q3 2022 | $831,000 | -6.8% | 18,337 | -1.6% | 0.72% | -1.1% |
Q2 2022 | $892,000 | +6.2% | 18,626 | +12.2% | 0.73% | +62.9% |
Q1 2022 | $840,000 | – | 16,606 | – | 0.45% | – |
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% |