SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,173,322 | -14.3% | 94,355 | -10.6% | 0.62% | -1.1% |
| Q2 2023 | $4,871,219 | -16.6% | 105,529 | -15.2% | 0.63% | -17.7% |
| Q1 2023 | $5,840,964 | +76.3% | 124,514 | +71.6% | 0.77% | +66.7% |
| Q4 2022 | $3,312,201 | +25.4% | 72,556 | +24.5% | 0.46% | +8.0% |
| Q3 2022 | $2,641,000 | +38.0% | 58,291 | +45.8% | 0.43% | +45.4% |
| Q2 2022 | $1,914,000 | +221.7% | 39,980 | +240.0% | 0.29% | +266.2% |
| Q1 2022 | $595,000 | – | 11,759 | – | 0.08% | – |
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% |