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 | $5,041,689 | +1350.8% | 113,988 | +1438.7% | 5.10% | +1520.0% |
| Q1 2023 | $347,509 | +5.3% | 7,408 | +2.5% | 0.32% | +7.9% |
| Q4 2022 | $330,004 | +0.9% | 7,229 | +0.3% | 0.29% | -17.7% |
| Q3 2022 | $327,000 | -4.9% | 7,209 | +0.3% | 0.36% | +20.7% |
| Q2 2022 | $344,000 | -4.4% | 7,184 | +0.9% | 0.29% | +15.3% |
| Q1 2022 | $360,000 | -5.3% | 7,123 | +1.1% | 0.26% | -3.4% |
| Q4 2021 | $380,000 | -0.5% | 7,048 | -0.0% | 0.26% | -14.3% |
| Q3 2021 | $382,000 | – | 7,049 | – | 0.31% | – |
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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% |