SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,533 | +10.8% | 6,953 | +15.7% | 0.13% | +14.0% |
| Q2 2023 | $277,477 | +32.7% | 6,011 | +34.8% | 0.11% | +29.5% |
| Q1 2023 | $209,111 | -4.6% | 4,458 | -7.2% | 0.09% | -8.3% |
| Q4 2022 | $219,256 | -1.7% | 4,803 | -2.6% | 0.10% | -9.4% |
| Q3 2022 | $223,000 | -5.1% | 4,931 | +0.4% | 0.11% | -2.8% |
| Q2 2022 | $235,000 | -61.1% | 4,911 | -56.2% | 0.11% | -59.8% |
| Q1 2022 | $604,000 | 0.0% | 11,212 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $604,000 | -3.7% | 11,212 | -3.0% | 0.27% | -23.2% |
| Q3 2021 | $627,000 | -0.5% | 11,554 | +0.1% | 0.35% | -4.1% |
| Q2 2021 | $630,000 | -0.2% | 11,537 | -0.7% | 0.37% | -10.2% |
| Q1 2021 | $631,000 | -2.6% | 11,619 | -0.6% | 0.41% | -26.4% |
| Q4 2020 | $648,000 | – | 11,691 | – | 0.56% | – |
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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% |