SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,720 | -10.8% | 16,973 | -6.9% | 0.04% | -13.6% |
| Q2 2023 | $841,463 | +20.6% | 18,229 | +22.6% | 0.04% | +10.0% |
| Q1 2023 | $697,698 | -25.2% | 14,873 | -27.2% | 0.04% | -32.2% |
| Q4 2022 | $933,166 | -4.9% | 20,442 | -5.6% | 0.06% | -21.3% |
| Q3 2022 | $981,000 | +369.4% | 21,651 | +461.8% | 0.08% | +341.2% |
| Q3 2021 | $209,000 | -53.3% | 3,854 | -53.0% | 0.02% | -39.3% |
| Q2 2021 | $448,000 | +12.6% | 8,205 | +11.1% | 0.03% | -3.4% |
| Q1 2021 | $398,000 | -3.9% | 7,385 | +0.1% | 0.03% | -14.7% |
| Q4 2020 | $414,000 | +89.9% | 7,381 | +83.3% | 0.03% | +9.7% |
| Q1 2020 | $218,000 | -42.8% | 4,026 | -43.5% | 0.03% | -31.1% |
| Q4 2019 | $381,000 | – | 7,125 | – | 0.04% | – |
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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% |