Rinkey Investments - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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%
9,3150.0%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$471,0008,8780.43%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders