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 2023 | $202,651 | +1.3% | 4,320 | -1.5% | 0.07% | -6.9% |
| Q4 2022 | $200,130 | -6.0% | 4,384 | -1.4% | 0.07% | -14.3% |
| Q2 2022 | $213,000 | -17.8% | 4,445 | -13.3% | 0.08% | +2.4% |
| Q1 2022 | $259,000 | -5.1% | 5,125 | +1.3% | 0.08% | -10.9% |
| Q4 2021 | $273,000 | +3.4% | 5,058 | +3.9% | 0.09% | -27.6% |
| Q3 2021 | $264,000 | -21.4% | 4,870 | -20.9% | 0.13% | -3.1% |
| Q2 2021 | $336,000 | +1.5% | 6,156 | +0.5% | 0.13% | -6.4% |
| Q1 2021 | $331,000 | -2.1% | 6,126 | +1.7% | 0.14% | -9.7% |
| Q4 2020 | $338,000 | -0.3% | 6,025 | -0.2% | 0.16% | -18.4% |
| Q3 2020 | $339,000 | -0.9% | 6,040 | -0.8% | 0.19% | -14.8% |
| Q2 2020 | $342,000 | +1.8% | 6,089 | -1.6% | 0.22% | -12.5% |
| Q1 2020 | $336,000 | +17.1% | 6,189 | +15.4% | 0.26% | +22.6% |
| Q4 2019 | $287,000 | -0.3% | 5,365 | +0.4% | 0.21% | -1.9% |
| Q3 2019 | $288,000 | +0.3% | 5,343 | -1.5% | 0.21% | -13.5% |
| Q2 2019 | $287,000 | +5.5% | 5,423 | +3.6% | 0.24% | +0.8% |
| Q1 2019 | $272,000 | +5.4% | 5,236 | +2.5% | 0.24% | +19.7% |
| Q4 2018 | $258,000 | – | 5,109 | – | 0.20% | – |
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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% |