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 | $237,368 | -4.2% | 5,367 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $247,662 | -13.5% | 5,365 | -12.1% | 0.01% | -18.2% |
| Q1 2023 | $286,264 | +198694.4% | 6,102 | +92.9% | 0.01% | +37.5% |
| Q4 2022 | $144 | -99.9% | 3,164 | +1.8% | 0.01% | -11.1% |
| Q3 2022 | $141,000 | -24.6% | 3,108 | -20.5% | 0.01% | +12.5% |
| Q2 2022 | $187,000 | -48.2% | 3,909 | -45.2% | 0.01% | -20.0% |
| Q1 2022 | $361,000 | -48.7% | 7,137 | -45.3% | 0.01% | -37.5% |
| Q4 2021 | $704,000 | -17.7% | 13,056 | -17.1% | 0.02% | -30.4% |
| Q3 2021 | $855,000 | +0.9% | 15,757 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $847,000 | -77.0% | 15,510 | -77.3% | 0.02% | -76.5% |
| Q1 2021 | $3,682,000 | – | 68,249 | – | 0.10% | – |
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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% |