SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 584,917 | $25,870,879 | 15.17% |
| Pinnacle Wealth Management, LLC | 233,275 | $10,317,753 | 12.52% |
| Pioneer Wealth Management Group | 348,940 | $15,433,623 | 11.76% |
| FINANCIAL LIFE ADVISORS | 526,806 | $23,300,618 | 10.03% |
| FFG RETIREMENT ADVISORS LLC | 262,768 | $11,622,229 | 9.64% |
| KilterHowling LLC | 240,339 | $10,630,186 | 9.36% |
| RATIONAL ADVISORS LLC | 2,312,140 | $102,265,952 | 9.26% |
| BlueSky Wealth Advisors, LLC | 995,422 | $44,027,517 | 9.00% |
| Waterford Advisors, LLC | 347,825 | $15,384,300 | 8.61% |
| Members Advisory Group LLC | 276,811 | $12,243,437 | 7.91% |