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 2023 | $395,770 | -4.2% | 8,948 | +0.0% | 0.18% | -4.2% |
| Q2 2023 | $412,994 | -5.8% | 8,947 | -4.3% | 0.19% | -17.8% |
| Q1 2023 | $438,562 | +3.1% | 9,349 | +0.4% | 0.23% | -9.4% |
| Q4 2022 | $425,230 | +0.5% | 9,315 | 0.0% | 0.25% | -20.6% |
| Q3 2022 | $423,000 | -5.6% | 9,315 | +1.6% | 0.32% | -19.2% |
| Q2 2022 | $448,000 | +3.5% | 9,165 | +2.3% | 0.40% | -7.5% |
| Q1 2022 | $433,000 | -8.1% | 8,957 | +0.9% | 0.43% | -1.2% |
| Q4 2021 | $471,000 | – | 8,878 | – | 0.43% | – |
Download | ||||||
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% |