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 | $291,832 | +26.3% | 6,598 | +31.8% | 0.07% | +26.8% |
| Q2 2023 | $231,052 | -12.1% | 5,005 | -9.9% | 0.06% | -16.4% |
| Q1 2023 | $262,878 | -47.4% | 5,554 | -49.3% | 0.07% | -57.3% |
| Q4 2022 | $499,641 | -7.3% | 10,945 | -8.0% | 0.16% | -16.5% |
| Q3 2022 | $539,000 | -35.8% | 11,897 | -32.1% | 0.19% | -33.3% |
| Q2 2022 | $839,000 | -89.1% | 17,518 | -88.5% | 0.28% | -89.2% |
| Q1 2022 | $7,715,000 | -6.7% | 152,554 | -0.6% | 2.62% | +0.5% |
| Q4 2021 | $8,272,000 | -1.9% | 153,473 | -1.2% | 2.60% | -9.2% |
| Q3 2021 | $8,430,000 | +8.4% | 155,368 | +9.0% | 2.87% | +5.3% |
| Q2 2021 | $7,780,000 | +42.8% | 142,495 | +10.1% | 2.72% | +36.3% |
| Q1 2021 | $5,450,000 | -0.4% | 129,469 | +32.6% | 2.00% | -0.1% |
| Q4 2020 | $5,470,000 | +6.1% | 97,626 | +6.2% | 2.00% | +0.4% |
| Q3 2020 | $5,157,000 | +23.3% | 91,955 | +23.6% | 1.99% | +14.1% |
| Q2 2020 | $4,184,000 | -9.0% | 74,394 | -12.2% | 1.75% | -21.8% |
| Q1 2020 | $4,596,000 | +44.4% | 84,687 | +42.1% | 2.24% | +8.1% |
| Q4 2019 | $3,183,000 | – | 59,577 | – | 2.07% | – |
Download | ||||||
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% |