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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,411,000 | -0.6% | 26,001 | 0.0% | 0.47% | +5.4% |
| Q2 2021 | $1,420,000 | +1.2% | 26,001 | 0.0% | 0.44% | +1.1% |
| Q1 2021 | $1,403,000 | -3.7% | 26,001 | 0.0% | 0.44% | -2.2% |
| Q4 2020 | $1,457,000 | -0.1% | 26,001 | 0.0% | 0.45% | +0.2% |
| Q3 2020 | $1,458,000 | -64.0% | 26,001 | -63.9% | 0.45% | -59.6% |
| Q2 2020 | $4,051,000 | +58.9% | 72,037 | +53.4% | 1.10% | +49.5% |
| Q1 2020 | $2,549,000 | -32.4% | 46,972 | -33.4% | 0.74% | -11.4% |
| Q4 2019 | $3,770,000 | -17.4% | 70,561 | -16.7% | 0.83% | -27.3% |
| Q3 2019 | $4,564,000 | +37.8% | 84,755 | +35.6% | 1.15% | +61.3% |
| Q2 2019 | $3,312,000 | -5.7% | 62,499 | -7.7% | 0.71% | -7.5% |
| Q1 2019 | $3,513,000 | -19.9% | 67,709 | -21.9% | 0.77% | -23.1% |
| Q4 2018 | $4,385,000 | -71.1% | 86,686 | -71.3% | 1.00% | -73.4% |
| Q3 2018 | $15,181,000 | -0.5% | 302,113 | +0.3% | 3.76% | -5.2% |
| Q2 2018 | $15,256,000 | -2.6% | 301,274 | -1.9% | 3.97% | -2.1% |
| Q1 2018 | $15,669,000 | – | 307,117 | – | 4.05% | – |
Download | ||||||
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% |