SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80 | -27.9% | 1,830 | -24.6% | 0.02% | -20.7% |
| Q2 2023 | $111 | +0.9% | 2,426 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $110 | -91.9% | 2,426 | -91.9% | 0.03% | -92.9% |
| Q4 2022 | $1,364 | -99.9% | 30,122 | 0.0% | 0.42% | 0.0% |
| Q3 2022 | $1,365,000 | -21.3% | 30,122 | -16.8% | 0.42% | -21.2% |
| Q2 2022 | $1,734,000 | -11.3% | 36,220 | -6.3% | 0.54% | -4.4% |
| Q1 2022 | $1,956,000 | -16.2% | 38,670 | -10.7% | 0.56% | -14.7% |
| Q4 2021 | $2,335,000 | +66.4% | 43,322 | +67.6% | 0.66% | +54.9% |
| Q3 2021 | $1,403,000 | -10.5% | 25,853 | -10.0% | 0.43% | -10.9% |
| Q2 2021 | $1,568,000 | -7.3% | 28,726 | -8.4% | 0.48% | -19.1% |
| Q1 2021 | $1,691,000 | -38.8% | 31,347 | -36.4% | 0.59% | -31.9% |
| Q4 2020 | $2,761,000 | -11.6% | 49,272 | -11.6% | 0.87% | -17.4% |
| Q3 2020 | $3,125,000 | -10.9% | 55,727 | -10.7% | 1.05% | -13.9% |
| Q2 2020 | $3,509,000 | +11.6% | 62,390 | +7.7% | 1.22% | -9.3% |
| Q1 2020 | $3,145,000 | – | 57,949 | – | 1.35% | – |
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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% |