SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
| Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
| Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
| Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
| Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
| Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
| Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
| Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
| Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
| Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
| Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
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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% |