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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,462,384 | +13.4% | 146,109 | +18.0% | 5.46% | +12.0% |
| Q2 2023 | $5,701,163 | +3.4% | 123,777 | +5.3% | 4.88% | -10.3% |
| Q1 2023 | $5,513,876 | +203.6% | 117,542 | +204.5% | 5.44% | +202.9% |
| Q4 2022 | $1,816,414 | +2.3% | 38,606 | -1.4% | 1.80% | -0.2% |
| Q3 2022 | $1,775,000 | +8.4% | 39,170 | +14.5% | 1.80% | +11.3% |
| Q2 2022 | $1,638,000 | -14.2% | 34,220 | -9.3% | 1.62% | +8.0% |
| Q1 2022 | $1,908,000 | -20.8% | 37,725 | -15.6% | 1.50% | -17.1% |
| Q4 2021 | $2,410,000 | +17.5% | 44,714 | +18.3% | 1.80% | +9.2% |
| Q3 2021 | $2,051,000 | +15.0% | 37,804 | +14.3% | 1.65% | -2.8% |
| Q1 2021 | $1,784,000 | +78.6% | 33,071 | +85.6% | 1.70% | +53.2% |
| Q4 2020 | $999,000 | – | 17,823 | – | 1.11% | – |
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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% |