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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,430,000 | +1.6% | 226,023 | +8.3% | 7.26% | +11.4% |
| Q4 2021 | $11,252,000 | -0.3% | 208,759 | +0.4% | 6.52% | -6.2% |
| Q3 2021 | $11,285,000 | +3.5% | 207,971 | +4.1% | 6.96% | +6.9% |
| Q2 2021 | $10,905,000 | +6.4% | 199,733 | +5.2% | 6.51% | -3.7% |
| Q1 2021 | $10,247,000 | -7.6% | 189,926 | -4.0% | 6.76% | -11.6% |
| Q4 2020 | $11,084,000 | -0.3% | 197,824 | -0.3% | 7.65% | -14.3% |
| Q3 2020 | $11,122,000 | -15.2% | 198,487 | -14.9% | 8.92% | -21.2% |
| Q2 2020 | $13,115,000 | +36.6% | 233,204 | +31.9% | 11.32% | +13.7% |
| Q1 2020 | $9,599,000 | -3.7% | 176,866 | -4.6% | 9.96% | +12.6% |
| Q3 2019 | $9,969,000 | -0.0% | 185,310 | -1.5% | 8.84% | -11.0% |
| Q2 2019 | $9,972,000 | +11.0% | 188,147 | +8.6% | 9.94% | +162.7% |
| Q1 2019 | $8,987,000 | +12.3% | 173,223 | +9.5% | 3.78% | -54.7% |
| Q4 2018 | $8,005,000 | +27.3% | 158,228 | +26.5% | 8.34% | +42.2% |
| Q3 2018 | $6,286,000 | +58.5% | 125,104 | +59.7% | 5.86% | +29.2% |
| Q2 2018 | $3,967,000 | +23.6% | 78,345 | +24.6% | 4.54% | +69.7% |
| Q1 2018 | $3,209,000 | +38.6% | 62,891 | +41.4% | 2.68% | +40.6% |
| Q4 2017 | $2,315,000 | – | 44,477 | – | 1.90% | – |
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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% |