SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,208 | -94.1% | 276 | -93.8% | 0.01% | -94.0% |
| Q2 2023 | $206,705 | -1.6% | 4,478 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $210,063 | +2.6% | 4,478 | -0.1% | 0.14% | -1.4% |
| Q4 2022 | $204,695 | -62.2% | 4,484 | -62.5% | 0.14% | -65.1% |
| Q3 2022 | $541,000 | -17.4% | 11,948 | -12.7% | 0.40% | -13.8% |
| Q2 2022 | $655,000 | +354.9% | 13,686 | +382.2% | 0.46% | +414.6% |
| Q1 2022 | $144,000 | +433.3% | 2,838 | +458.7% | 0.09% | +456.2% |
| Q4 2021 | $27,000 | -3.6% | 508 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $28,000 | 0.0% | 508 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $28,000 | +3.7% | 508 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $27,000 | 0.0% | 507 | +3.7% | 0.02% | -14.3% |
| Q4 2020 | $27,000 | +8.0% | 489 | +9.2% | 0.02% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 448 | +12.0% | 0.02% | +10.5% |
| Q2 2020 | $22,000 | +15.8% | 400 | +13.6% | 0.02% | 0.0% |
| Q1 2020 | $19,000 | -13.6% | 352 | -15.8% | 0.02% | 0.0% |
| Q4 2019 | $22,000 | – | 418 | – | 0.02% | – |
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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% |