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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $102,105 | -44.6% | 2,308 | -42.2% | 0.07% | -41.9% |
Q2 2023 | $184,465 | -0.8% | 3,996 | +0.8% | 0.12% | +1.6% |
Q1 2023 | $186,021 | +109.2% | 3,965 | +103.6% | 0.12% | +79.4% |
Q4 2022 | $88,900 | +2.2% | 1,947 | +0.9% | 0.07% | +9.7% |
Q3 2022 | $87,000 | -5.4% | 1,929 | +0.6% | 0.06% | +1.6% |
Q2 2022 | $92,000 | +26.0% | 1,917 | +32.5% | 0.06% | +52.5% |
Q1 2022 | $73,000 | -44.3% | 1,447 | -40.7% | 0.04% | -35.5% |
Q3 2019 | $131,000 | +10.1% | 2,442 | +8.4% | 0.06% | +6.9% |
Q2 2019 | $119,000 | +643.8% | 2,252 | +631.2% | 0.06% | +625.0% |
Q1 2019 | $16,000 | +100.0% | 308 | +97.4% | 0.01% | +60.0% |
Q4 2018 | $8,000 | – | 156 | – | 0.01% | – |
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% |