SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $281,341 | -33.2% | 6,163 | -26.0% | 0.14% | -29.2% |
| Q1 2022 | $421,000 | -16.1% | 8,330 | -10.5% | 0.20% | -4.4% |
| Q4 2021 | $502,000 | -2.0% | 9,312 | -1.4% | 0.20% | -8.5% |
| Q3 2021 | $512,000 | -0.4% | 9,442 | +0.4% | 0.22% | -5.1% |
| Q2 2021 | $514,000 | +10.1% | 9,405 | +8.6% | 0.24% | -10.0% |
| Q1 2021 | $467,000 | -19.9% | 8,657 | -16.8% | 0.26% | -30.6% |
| Q4 2020 | $583,000 | -2.5% | 10,403 | -2.4% | 0.38% | -10.5% |
| Q3 2020 | $598,000 | +15.4% | 10,663 | +15.7% | 0.42% | +11.4% |
| Q2 2020 | $518,000 | +128.2% | 9,216 | +120.0% | 0.38% | +100.5% |
| Q1 2020 | $227,000 | -67.8% | 4,190 | -68.3% | 0.19% | -62.8% |
| Q4 2019 | $705,000 | +2.5% | 13,201 | +2.2% | 0.50% | -0.6% |
| Q3 2019 | $688,000 | -1.3% | 12,917 | -1.7% | 0.51% | -9.1% |
| Q2 2019 | $697,000 | – | 13,142 | – | 0.56% | – |
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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% |