SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,642,513 | -4.5% | 37,136 | -0.4% | 2.03% | +16.4% |
| Q2 2023 | $1,720,388 | +2.7% | 37,270 | +4.4% | 1.75% | +3.0% |
| Q1 2023 | $1,675,265 | -64.5% | 35,712 | -65.5% | 1.70% | -53.5% |
| Q4 2022 | $4,721,296 | -25.2% | 103,423 | -25.7% | 3.65% | -27.0% |
| Q3 2022 | $6,308,000 | -3.2% | 139,217 | +2.3% | 5.00% | +2.4% |
| Q2 2022 | $6,517,000 | -24.0% | 136,142 | -19.7% | 4.88% | -13.3% |
| Q1 2022 | $8,578,000 | – | 169,619 | – | 5.63% | – |
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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% |