SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,837 | -18.4% | 20,055 | -16.1% | 0.35% | -12.8% |
| Q2 2023 | $1,084,999 | -20.2% | 23,899 | -17.3% | 0.40% | -26.0% |
| Q1 2023 | $1,359,299 | +14.9% | 28,884 | +14.7% | 0.54% | -13.5% |
| Q4 2022 | $1,182,995 | +37.7% | 25,181 | +30.9% | 0.62% | +29.3% |
| Q3 2022 | $859,000 | -7.1% | 19,239 | +1.8% | 0.48% | -1.4% |
| Q2 2022 | $925,000 | +0.9% | 18,896 | -0.9% | 0.49% | -4.3% |
| Q1 2022 | $917,000 | +3.5% | 19,067 | +12.0% | 0.51% | -38.5% |
| Q4 2021 | $886,000 | – | 17,019 | – | 0.83% | – |
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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% |