SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $450,520 | -6.5% | 9,869 | -7.3% | 0.34% | -12.5% |
| Q3 2022 | $482,000 | -21.5% | 10,645 | -16.9% | 0.38% | -14.7% |
| Q2 2022 | $614,000 | -49.5% | 12,817 | -46.7% | 0.45% | -42.1% |
| Q1 2022 | $1,215,000 | -15.7% | 24,034 | -10.1% | 0.78% | -13.1% |
| Q4 2021 | $1,441,000 | -27.4% | 26,741 | -26.9% | 0.89% | -34.4% |
| Q3 2021 | $1,984,000 | -9.3% | 36,562 | -8.8% | 1.36% | -20.0% |
| Q2 2021 | $2,188,000 | -0.3% | 40,078 | -1.5% | 1.70% | -14.4% |
| Q1 2021 | $2,194,000 | -7.1% | 40,669 | -3.5% | 1.98% | -7.2% |
| Q4 2020 | $2,361,000 | -6.4% | 42,139 | -6.4% | 2.14% | -18.0% |
| Q3 2020 | $2,523,000 | -3.6% | 44,998 | -3.4% | 2.61% | -16.9% |
| Q2 2020 | $2,618,000 | +3.5% | 46,558 | -0.1% | 3.14% | -6.2% |
| Q1 2020 | $2,529,000 | -7.0% | 46,599 | +31385.8% | 3.34% | +60.5% |
| Q4 2019 | $2,720,000 | – | 148 | – | 2.08% | – |
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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% |