SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,129,538 | -2.4% | 70,756 | +1.8% | 1.86% | -0.1% |
| Q2 2023 | $3,207,889 | -13.3% | 69,495 | -11.9% | 1.86% | -18.6% |
| Q1 2023 | $3,700,026 | +115.8% | 78,875 | +110.0% | 2.29% | +95.3% |
| Q4 2022 | $1,714,705 | -4.2% | 37,562 | -4.9% | 1.17% | -5.0% |
| Q3 2022 | $1,790,000 | -11.5% | 39,502 | -6.5% | 1.23% | -14.5% |
| Q2 2022 | $2,023,000 | -5.7% | 42,266 | -0.3% | 1.44% | +5.9% |
| Q1 2022 | $2,145,000 | -1.5% | 42,407 | +5.0% | 1.36% | +1.9% |
| Q4 2021 | $2,177,000 | +2.3% | 40,394 | +3.0% | 1.34% | -4.4% |
| Q3 2021 | $2,128,000 | +2.8% | 39,222 | +3.4% | 1.40% | +9.7% |
| Q2 2021 | $2,070,000 | +7.5% | 37,916 | +6.3% | 1.27% | +2.3% |
| Q1 2021 | $1,925,000 | +12.6% | 35,679 | +17.0% | 1.24% | +6.5% |
| Q4 2020 | $1,709,000 | -4.6% | 30,502 | -4.5% | 1.17% | -19.1% |
| Q3 2020 | $1,791,000 | +63.9% | 31,932 | +64.3% | 1.44% | +59.6% |
| Q2 2020 | $1,093,000 | +46.7% | 19,438 | +39.4% | 0.90% | +17.7% |
| Q4 2019 | $745,000 | – | 13,949 | – | 0.77% | – |
Download | ||||||
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% |