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 | $48,595,014 | +7.6% | 1,098,689 | +12.8% | 5.48% | +0.6% |
| Q2 2023 | $45,158,768 | +10.4% | 973,669 | +11.7% | 5.44% | +10.2% |
| Q1 2023 | $40,887,835 | +7.4% | 871,623 | +4.5% | 4.94% | -1.5% |
| Q4 2022 | $38,064,340 | +154.3% | 833,830 | +152.4% | 5.01% | +99.1% |
| Q3 2022 | $14,967,000 | +2942.1% | 330,318 | +3116.0% | 2.52% | +2367.6% |
| Q2 2022 | $492,000 | -66.4% | 10,271 | -64.5% | 0.10% | -60.2% |
| Q1 2022 | $1,463,000 | +11.7% | 28,922 | +19.0% | 0.26% | +20.2% |
| Q4 2021 | $1,310,000 | -9.4% | 24,306 | -8.8% | 0.21% | -25.0% |
| Q3 2021 | $1,446,000 | -6.0% | 26,658 | -5.5% | 0.28% | -6.3% |
| Q2 2021 | $1,539,000 | +3.6% | 28,195 | +2.5% | 0.30% | -1.6% |
| Q1 2021 | $1,486,000 | +50.6% | 27,506 | +56.1% | 0.31% | +30.0% |
| Q4 2020 | $987,000 | +198.2% | 17,621 | +198.2% | 0.24% | +132.4% |
| Q3 2020 | $331,000 | – | 5,910 | – | 0.10% | – |
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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% |