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 | $1,320,352 | +89.3% | 29,852 | +100.8% | 1.23% | +77.9% |
Q2 2023 | $697,342 | +15.5% | 14,866 | +15.5% | 0.69% | +12.5% |
Q1 2023 | $603,521 | +2.7% | 12,866 | -0.0% | 0.62% | -2.7% |
Q4 2022 | $587,378 | -21.9% | 12,867 | -22.0% | 0.63% | -28.4% |
Q3 2022 | $752,000 | +204.5% | 16,498 | +262.6% | 0.88% | +329.1% |
Q3 2021 | $247,000 | -43.7% | 4,550 | -43.4% | 0.21% | -43.3% |
Q2 2021 | $439,000 | -35.9% | 8,037 | -36.7% | 0.36% | -42.7% |
Q1 2021 | $685,000 | -12.4% | 12,701 | -9.0% | 0.63% | -17.8% |
Q4 2020 | $782,000 | – | 13,956 | – | 0.77% | – |
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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% |