SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $341,000 | +10.4% | 6,751 | +17.8% | 0.25% | +15.0% |
| Q4 2021 | $309,000 | 0.0% | 5,729 | +0.7% | 0.22% | -7.9% |
| Q3 2021 | $309,000 | +1.6% | 5,690 | +2.3% | 0.24% | +4.4% |
| Q2 2021 | $304,000 | +2.0% | 5,562 | +0.5% | 0.23% | -0.9% |
| Q1 2021 | $298,000 | -74.6% | 5,532 | -73.6% | 0.23% | -74.3% |
| Q4 2020 | $1,173,000 | -14.6% | 20,931 | -14.5% | 0.90% | -22.2% |
| Q3 2020 | $1,374,000 | +0.4% | 24,492 | +0.6% | 1.16% | +5.7% |
| Q2 2020 | $1,369,000 | +17.7% | 24,348 | +13.6% | 1.10% | +5.3% |
| Q1 2020 | $1,163,000 | -18.5% | 21,435 | -19.8% | 1.04% | +4.7% |
| Q4 2019 | $1,427,000 | -8.0% | 26,711 | -7.3% | 0.99% | -13.8% |
| Q3 2019 | $1,551,000 | +2.7% | 28,802 | +1.1% | 1.15% | +1.4% |
| Q2 2019 | $1,510,000 | +11.8% | 28,483 | +9.4% | 1.14% | +8.0% |
| Q1 2019 | $1,351,000 | +90.0% | 26,037 | +85.2% | 1.05% | +66.5% |
| Q4 2018 | $711,000 | +3.6% | 14,058 | +3.0% | 0.63% | +2.6% |
| Q3 2018 | $686,000 | +32.9% | 13,649 | +33.9% | 0.62% | +22.2% |
| Q2 2018 | $516,000 | +14.9% | 10,196 | +15.9% | 0.50% | +13.8% |
| Q1 2018 | $449,000 | +24.0% | 8,800 | +26.5% | 0.44% | +26.2% |
| Q4 2017 | $362,000 | – | 6,958 | – | 0.35% | – |
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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% |