SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,639,000 | -11.2% | 82,197 | -4.0% | 0.28% | -23.0% |
| Q2 2022 | $4,099,000 | +69.7% | 85,619 | +79.2% | 0.36% | +70.8% |
| Q1 2022 | $2,416,000 | -5.9% | 47,784 | +0.3% | 0.21% | -12.6% |
| Q4 2021 | $2,567,000 | -2.9% | 47,622 | -2.2% | 0.24% | -20.9% |
| Q3 2021 | $2,643,000 | -1.9% | 48,704 | -1.3% | 0.30% | -18.4% |
| Q2 2021 | $2,694,000 | -8.2% | 49,340 | -9.3% | 0.37% | -28.6% |
| Q1 2021 | $2,935,000 | +1.4% | 54,409 | +5.3% | 0.52% | -23.4% |
| Q4 2020 | $2,895,000 | – | 51,677 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 584,917 | $25,870,879 | 15.17% |
| Pinnacle Wealth Management, LLC | 233,275 | $10,317,753 | 12.52% |
| Pioneer Wealth Management Group | 348,940 | $15,433,623 | 11.76% |
| FINANCIAL LIFE ADVISORS | 526,806 | $23,300,618 | 10.03% |
| FFG RETIREMENT ADVISORS LLC | 262,768 | $11,622,229 | 9.64% |
| KilterHowling LLC | 240,339 | $10,630,186 | 9.36% |
| RATIONAL ADVISORS LLC | 2,312,140 | $102,265,952 | 9.26% |
| BlueSky Wealth Advisors, LLC | 995,422 | $44,027,517 | 9.00% |
| Waterford Advisors, LLC | 347,825 | $15,384,300 | 8.61% |
| Members Advisory Group LLC | 276,811 | $12,243,437 | 7.91% |