SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,347 | +22.5% | 6,881 | +27.9% | 0.03% | +23.8% |
| Q2 2023 | $248,386 | -3.8% | 5,381 | -2.2% | 0.02% | -12.5% |
| Q1 2023 | $258,146 | +2.8% | 5,503 | 0.0% | 0.02% | -7.7% |
| Q4 2022 | $251,212 | -50.6% | 5,503 | -51.0% | 0.03% | -10.3% |
| Q3 2022 | $509,000 | -5.7% | 11,226 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $540,000 | -21.5% | 11,226 | -17.5% | 0.03% | -6.1% |
| Q1 2022 | $688,000 | +73.7% | 13,606 | +85.5% | 0.03% | -15.4% |
| Q4 2021 | $396,000 | -4.8% | 7,335 | -3.8% | 0.04% | -9.3% |
| Q2 2021 | $416,000 | +0.2% | 7,624 | -1.0% | 0.04% | -23.2% |
| Q1 2021 | $415,000 | -2.8% | 7,699 | +1.1% | 0.06% | -11.1% |
| Q4 2020 | $427,000 | -1.8% | 7,619 | -1.7% | 0.06% | -11.3% |
| Q3 2020 | $435,000 | -0.2% | 7,751 | 0.0% | 0.07% | -10.1% |
| Q2 2020 | $436,000 | +3.6% | 7,751 | 0.0% | 0.08% | -18.6% |
| Q1 2020 | $421,000 | -6.7% | 7,751 | -8.2% | 0.10% | +42.6% |
| Q4 2019 | $451,000 | -3.0% | 8,443 | -1.7% | 0.07% | -29.9% |
| Q3 2019 | $465,000 | +0.9% | 8,593 | -0.9% | 0.10% | +59.0% |
| Q2 2019 | $461,000 | +17.0% | 8,669 | +14.5% | 0.06% | -30.7% |
| Q1 2019 | $394,000 | -2.2% | 7,569 | -5.1% | 0.09% | -18.5% |
| Q4 2018 | $403,000 | – | 7,978 | – | 0.11% | – |
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% |