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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,044,620 | -4.5% | 46,227 | -0.3% | 0.85% | -4.3% |
| Q2 2023 | $2,140,070 | +87321.2% | 46,362 | -11.1% | 0.89% | -20.3% |
| Q1 2023 | $2,448 | +16.1% | 52,180 | +12.9% | 1.12% | +9.3% |
| Q4 2022 | $2,109 | -99.9% | 46,207 | +10.0% | 1.02% | -32.9% |
| Q3 2022 | $1,903,000 | -26.1% | 41,990 | -22.0% | 1.52% | +42.8% |
| Q2 2022 | $2,576,000 | +15.9% | 53,808 | +22.4% | 1.07% | +24.4% |
| Q1 2022 | $2,223,000 | +1.1% | 43,964 | +7.8% | 0.86% | -10.6% |
| Q4 2021 | $2,199,000 | -3.5% | 40,796 | -2.8% | 0.96% | -8.4% |
| Q3 2021 | $2,278,000 | -4.4% | 41,979 | -3.8% | 1.05% | -8.6% |
| Q2 2021 | $2,384,000 | +17.6% | 43,657 | +16.1% | 1.15% | +24.7% |
| Q1 2021 | $2,028,000 | +14.5% | 37,592 | +19.8% | 0.92% | +13.2% |
| Q4 2020 | $1,771,000 | +3.6% | 31,366 | +2.8% | 0.81% | -15.2% |
| Q3 2020 | $1,710,000 | -5.1% | 30,500 | -4.8% | 0.96% | -14.2% |
| Q2 2020 | $1,802,000 | -7.6% | 32,043 | -12.2% | 1.12% | -11.8% |
| Q4 2019 | $1,950,000 | – | 36,505 | – | 1.27% | – |
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% |