SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $484,000 | -23.3% | 10,114 | -18.9% | 0.23% | -24.9% |
| Q1 2022 | $631,000 | -29.3% | 12,468 | -24.6% | 0.30% | -9.8% |
| Q4 2021 | $892,000 | -14.0% | 16,541 | -13.5% | 0.34% | -25.7% |
| Q3 2021 | $1,037,000 | -0.6% | 19,118 | +0.0% | 0.46% | -4.8% |
| Q2 2021 | $1,043,000 | -0.4% | 19,116 | -1.5% | 0.48% | -12.6% |
| Q1 2021 | $1,047,000 | +51.3% | 19,413 | +57.1% | 0.55% | +33.7% |
| Q4 2020 | $692,000 | +3542.1% | 12,354 | +3092.2% | 0.41% | +2821.4% |
| Q3 2018 | $19,000 | 0.0% | 387 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $19,000 | -5.0% | 387 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $20,000 | – | 387 | – | 0.02% | – |
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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% |