SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $407,303 | -70.7% | 8,824 | -70.2% | 0.08% | -71.7% |
| Q1 2023 | $1,388,585 | +1.2% | 29,601 | -1.5% | 0.28% | -3.7% |
| Q4 2022 | $1,371,738 | -2.6% | 30,049 | -3.4% | 0.29% | -10.6% |
| Q3 2022 | $1,409,000 | -27.4% | 31,093 | -23.4% | 0.33% | -16.9% |
| Q2 2022 | $1,942,000 | -6.5% | 40,577 | -1.1% | 0.40% | +14.1% |
| Q1 2022 | $2,076,000 | -36.4% | 41,046 | -32.3% | 0.35% | -33.5% |
| Q4 2021 | $3,266,000 | -20.3% | 60,590 | -17.1% | 0.52% | -39.5% |
| Q4 2020 | $4,097,000 | +175.7% | 73,116 | +175.9% | 0.86% | +30.8% |
| Q3 2020 | $1,486,000 | 0.0% | 26,500 | +0.3% | 0.66% | -14.9% |
| Q2 2020 | $1,486,000 | +3.1% | 26,419 | -0.6% | 0.78% | -17.8% |
| Q1 2020 | $1,442,000 | +12.5% | 26,577 | +10.8% | 0.94% | +16.5% |
| Q4 2019 | $1,282,000 | – | 23,992 | – | 0.81% | – |
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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% |