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 | $1,396,498 | -37.3% | 31,602 | -34.7% | 0.14% | -38.0% |
| Q2 2023 | $2,228,230 | -15.6% | 48,360 | -14.1% | 0.23% | -24.2% |
| Q1 2023 | $2,641,209 | -1.0% | 56,304 | -3.7% | 0.30% | -11.2% |
| Q4 2022 | $2,668,040 | -19.6% | 58,445 | -20.2% | 0.34% | -32.0% |
| Q3 2022 | $3,317,000 | +0.3% | 73,211 | +6.0% | 0.50% | -5.8% |
| Q2 2022 | $3,306,000 | +17.2% | 69,068 | +23.8% | 0.53% | +11.6% |
| Q1 2022 | $2,820,000 | +128.5% | 55,773 | +143.6% | 0.48% | +117.4% |
| Q4 2021 | $1,234,000 | +27.5% | 22,899 | +28.4% | 0.22% | -2.2% |
| Q3 2021 | $968,000 | +2.2% | 17,839 | +2.9% | 0.22% | -3.4% |
| Q2 2021 | $947,000 | +28.8% | 17,341 | +27.3% | 0.23% | +17.8% |
| Q1 2021 | $735,000 | +5.6% | 13,622 | +9.6% | 0.20% | -7.9% |
| Q4 2020 | $696,000 | -9.3% | 12,425 | -9.2% | 0.21% | -22.5% |
| Q3 2020 | $767,000 | -0.3% | 13,679 | 0.0% | 0.28% | -6.8% |
| Q2 2020 | $769,000 | -1.8% | 13,679 | -5.2% | 0.30% | -14.7% |
| Q1 2020 | $783,000 | -6.5% | 14,431 | -7.9% | 0.35% | +8.8% |
| Q4 2019 | $837,000 | -24.7% | 15,671 | -24.2% | 0.32% | -32.1% |
| Q3 2019 | $1,112,000 | -11.1% | 20,675 | -12.4% | 0.47% | -10.1% |
| Q2 2019 | $1,251,000 | +1.0% | 23,614 | -1.1% | 0.52% | -1.9% |
| Q1 2019 | $1,239,000 | +7.7% | 23,878 | +5.1% | 0.53% | -4.0% |
| Q4 2018 | $1,150,000 | – | 22,723 | – | 0.56% | – |
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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% |