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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $453,670 | +130.3% | 9,938 | +128.6% | 0.06% | +3.2% |
| Q3 2022 | $197,000 | -99.9% | 4,348 | -16.4% | 0.06% | -24.1% |
| Q2 2022 | $248,972,000 | +17954.5% | 5,201 | -80.9% | 0.08% | -77.7% |
| Q1 2022 | $1,379,000 | -65.2% | 27,272 | -62.6% | 0.37% | -73.5% |
| Q3 2021 | $3,961,000 | -31.7% | 73,006 | -31.3% | 1.41% | -35.9% |
| Q2 2021 | $5,802,000 | – | 106,265 | – | 2.20% | – |
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% |