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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $513,058 | -0.9% | 11,115 | +0.7% | 0.32% | -4.3% |
| Q1 2023 | $517,658 | +2.9% | 11,035 | +0.1% | 0.33% | -1.2% |
| Q4 2022 | $503,305 | -32.8% | 11,025 | -33.3% | 0.33% | -39.5% |
| Q3 2022 | $748,460 | -15.8% | 16,519 | -11.0% | 0.55% | -12.0% |
| Q2 2022 | $888,631 | -33.7% | 18,563 | -30.0% | 0.62% | -33.0% |
| Q1 2022 | $1,340,903 | -5.8% | 26,516 | +0.4% | 0.93% | -3.5% |
| Q4 2021 | $1,424,113 | -18.1% | 26,421 | -17.5% | 0.97% | -26.5% |
| Q3 2021 | $1,738,377 | -11.1% | 32,038 | -10.5% | 1.32% | -14.9% |
| Q2 2021 | $1,955,325 | -8.8% | 35,812 | -9.9% | 1.55% | -24.5% |
| Q1 2021 | $2,144,576 | -3.3% | 39,751 | +0.4% | 2.05% | -16.3% |
| Q4 2020 | $2,218,896 | – | 39,602 | – | 2.45% | – |
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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% |