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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,431,000 | -30.9% | 226,038 | -26.3% | 3.00% | -20.6% |
| Q4 2021 | $16,535,000 | -3.8% | 306,777 | -3.2% | 3.77% | -18.2% |
| Q3 2021 | $17,190,000 | +4.7% | 316,802 | +5.4% | 4.62% | +0.2% |
| Q2 2021 | $16,415,000 | -16.2% | 300,646 | -17.2% | 4.61% | -24.2% |
| Q1 2021 | $19,595,000 | +27.0% | 363,204 | +31.9% | 6.08% | +9.3% |
| Q4 2020 | $15,431,000 | +15.8% | 275,404 | +15.9% | 5.56% | +6.2% |
| Q3 2020 | $13,322,000 | +43.4% | 237,553 | +43.8% | 5.24% | +14.5% |
| Q2 2020 | $9,290,000 | +182.8% | 165,178 | +172.9% | 4.57% | +106.9% |
| Q1 2020 | $3,285,000 | +5.2% | 60,537 | +3.5% | 2.21% | +26.9% |
| Q4 2019 | $3,124,000 | +6.9% | 58,478 | +7.8% | 1.74% | +1.0% |
| Q3 2019 | $2,922,000 | – | 54,256 | – | 1.72% | – |
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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% |