SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,042,732 | -60.4% | 22,367 | -62.5% | 0.90% | -63.9% |
Q3 2023 | $2,635,598 | +2.1% | 59,588 | +6.6% | 2.48% | +7.0% |
Q2 2023 | $2,580,529 | -3.0% | 55,904 | -1.4% | 2.32% | -6.0% |
Q1 2023 | $2,659,052 | +0.4% | 56,684 | -2.3% | 2.47% | -5.1% |
Q4 2022 | $2,647,833 | -35.1% | 58,003 | -35.6% | 2.60% | -37.9% |
Q3 2022 | $4,080,000 | -7.2% | 90,035 | -1.9% | 4.18% | -2.0% |
Q2 2022 | $4,395,000 | -17.1% | 91,817 | -12.5% | 4.27% | -8.9% |
Q1 2022 | $5,304,000 | -22.0% | 104,875 | -16.8% | 4.69% | -17.0% |
Q4 2021 | $6,797,000 | +7.6% | 126,098 | +8.3% | 5.64% | -0.1% |
Q3 2021 | $6,319,000 | -4.2% | 116,451 | -3.6% | 5.65% | -5.5% |
Q2 2021 | $6,595,000 | +6.2% | 120,779 | +5.0% | 5.98% | +8.9% |
Q1 2021 | $6,208,000 | -3.7% | 115,066 | +0.0% | 5.50% | -6.2% |
Q4 2020 | $6,446,000 | -1.9% | 115,054 | -1.9% | 5.86% | -12.7% |
Q3 2020 | $6,574,000 | -0.8% | 117,231 | -0.5% | 6.71% | -5.2% |
Q2 2020 | $6,627,000 | -7.4% | 117,836 | -10.6% | 7.08% | -27.2% |
Q1 2020 | $7,154,000 | -28.5% | 131,826 | -29.6% | 9.72% | +0.9% |
Q4 2019 | $10,011,000 | +1.8% | 187,360 | +2.6% | 9.64% | -0.5% |
Q3 2019 | $9,835,000 | +0.4% | 182,646 | -1.1% | 9.68% | +0.5% |
Q2 2019 | $9,792,000 | +69.1% | 184,751 | +65.5% | 9.63% | +62.8% |
Q1 2019 | $5,790,000 | +82.8% | 111,604 | +78.3% | 5.92% | +62.4% |
Q4 2018 | $3,167,000 | – | 62,610 | – | 3.64% | – |
Download |
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% |