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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,133 | -0.6% | 25,099 | +3.7% | 0.56% | +3.1% |
| Q2 2023 | $1,117,137 | +20.9% | 24,201 | +22.9% | 0.55% | +14.2% |
| Q1 2023 | $924,013 | +3.1% | 19,698 | +0.3% | 0.48% | -6.5% |
| Q4 2022 | $896,149 | -0.5% | 19,631 | -1.3% | 0.51% | -9.6% |
| Q3 2022 | $901,000 | -1.1% | 19,890 | +6.3% | 0.56% | +8.7% |
| Q2 2022 | $911,000 | -16.6% | 18,719 | -16.4% | 0.52% | -12.3% |
| Q1 2022 | $1,092,000 | -0.5% | 22,400 | +5.5% | 0.59% | +3.0% |
| Q4 2021 | $1,097,000 | +3.6% | 21,238 | +8.4% | 0.58% | +5.9% |
| Q3 2021 | $1,059,000 | -0.3% | 19,601 | +0.8% | 0.54% | -6.4% |
| Q2 2021 | $1,062,000 | +3.6% | 19,443 | +2.8% | 0.58% | -1.5% |
| Q1 2021 | $1,025,000 | +85.7% | 18,922 | +89.7% | 0.59% | +79.9% |
| Q4 2020 | $552,000 | -4.7% | 9,976 | -3.4% | 0.33% | -20.4% |
| Q3 2020 | $579,000 | -1.4% | 10,332 | +0.1% | 0.41% | -9.5% |
| Q2 2020 | $587,000 | +14.2% | 10,325 | +11.2% | 0.46% | -6.8% |
| Q1 2020 | $514,000 | +46.9% | 9,285 | +44.3% | 0.49% | +50.2% |
| Q4 2019 | $350,000 | – | 6,436 | – | 0.32% | – |
Download | ||||||
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% |