SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,242 | +7.3% | 28,090 | +13.9% | 0.75% | -19.8% |
| Q1 2023 | $1,157 | -36.6% | 24,669 | -38.3% | 0.93% | -26.9% |
| Q4 2022 | $1,825 | -99.9% | 39,985 | -0.8% | 1.28% | -5.6% |
| Q2 2022 | $1,929,000 | +206.7% | 40,296 | +223.9% | 1.35% | +213.2% |
| Q1 2022 | $629,000 | -15.6% | 12,439 | -10.1% | 0.43% | -13.3% |
| Q4 2021 | $745,000 | -94.9% | 13,832 | -94.8% | 0.50% | -96.2% |
| Q2 2021 | $14,534,000 | +5.4% | 266,195 | +4.1% | 13.25% | +24.8% |
| Q1 2021 | $13,794,000 | +6.2% | 255,689 | +10.3% | 10.62% | +4.3% |
| Q4 2020 | $12,985,000 | – | 231,757 | – | 10.19% | – |
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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% |