SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,624 | +61.3% | 13,580 | +68.3% | 0.14% | +75.6% |
| Q2 2023 | $372,364 | +8.1% | 8,067 | +9.9% | 0.08% | +1.3% |
| Q1 2023 | $344,387 | +119.5% | 7,341 | +113.6% | 0.08% | +102.6% |
| Q4 2022 | $156,871 | +3821.8% | 3,436 | +3942.4% | 0.04% | +3700.0% |
| Q3 2022 | $4,000 | -90.0% | 85 | -89.9% | 0.00% | -90.9% |
| Q2 2022 | $40,000 | -7.0% | 845 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $43,000 | -98.2% | 845 | -98.1% | 0.01% | -98.3% |
| Q4 2021 | $2,338,000 | -13.4% | 43,370 | -9.9% | 0.58% | -70.2% |
| Q3 2021 | $2,699,000 | -14.2% | 48,122 | -16.5% | 1.95% | +117.9% |
| Q2 2021 | $3,146,000 | -8.6% | 57,623 | -9.7% | 0.90% | -31.5% |
| Q1 2021 | $3,443,000 | +11.1% | 63,812 | +15.4% | 1.31% | -31.3% |
| Q4 2020 | $3,099,000 | +14.8% | 55,310 | +14.9% | 1.90% | -2.4% |
| Q3 2020 | $2,699,000 | +79.1% | 48,122 | +79.6% | 1.95% | +57.4% |
| Q2 2020 | $1,507,000 | +13.2% | 26,794 | +9.3% | 1.24% | -8.3% |
| Q1 2020 | $1,331,000 | +26.8% | 24,522 | +24.8% | 1.35% | +39.6% |
| Q4 2019 | $1,050,000 | – | 19,655 | – | 0.97% | – |
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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% |