SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,370,835 | +1.0% | 53,602 | +5.4% | 1.56% | +2.1% |
| Q2 2023 | $2,347,175 | -3.3% | 50,849 | -1.7% | 1.52% | +1.4% |
| Q1 2023 | $2,427,399 | +10.2% | 51,746 | +7.3% | 1.50% | +3.8% |
| Q4 2022 | $2,201,972 | -15.3% | 48,236 | -15.9% | 1.45% | -21.7% |
| Q3 2022 | $2,599,000 | -6.8% | 57,361 | -1.5% | 1.85% | -13.4% |
| Q2 2022 | $2,788,000 | -11.6% | 58,235 | -6.7% | 2.14% | -2.2% |
| Q1 2022 | $3,155,000 | -15.9% | 62,387 | -10.4% | 2.18% | -13.9% |
| Q4 2021 | $3,752,000 | -2.6% | 69,606 | -1.9% | 2.54% | -24.9% |
| Q3 2021 | $3,852,000 | -2.3% | 70,988 | -1.7% | 3.38% | -16.5% |
| Q2 2021 | $3,943,000 | – | 72,224 | – | 4.05% | – |
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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% |