SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,221,000 | +152.8% | 25,501 | +167.2% | 0.54% | +143.5% |
| Q1 2022 | $483,000 | -26.1% | 9,545 | -21.3% | 0.22% | -15.2% |
| Q4 2021 | $654,000 | -10.4% | 12,133 | -9.9% | 0.26% | -23.8% |
| Q3 2021 | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
| Q2 2021 | $794,000 | -20.8% | 14,537 | -21.7% | 0.37% | -27.7% |
| Q1 2021 | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
| Q4 2020 | $1,048,000 | +32.0% | 18,710 | +32.2% | 0.69% | +9.3% |
| Q3 2020 | $794,000 | +58.5% | 14,157 | +59.0% | 0.63% | +52.5% |
| Q2 2020 | $501,000 | +131.9% | 8,901 | +123.5% | 0.42% | +88.6% |
| Q1 2020 | $216,000 | – | 3,982 | – | 0.22% | – |
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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% |