SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,073 | -17.8% | 6,355 | -14.2% | 0.15% | -17.3% |
| Q2 2023 | $341,890 | -12.2% | 7,407 | -10.8% | 0.18% | -17.1% |
| Q1 2023 | $389,613 | -2.9% | 8,306 | -5.5% | 0.22% | -10.7% |
| Q4 2022 | $401,324 | -0.2% | 8,791 | -0.9% | 0.24% | -12.3% |
| Q3 2022 | $402,000 | -11.1% | 8,872 | -6.1% | 0.28% | -9.8% |
| Q2 2022 | $452,000 | -6.6% | 9,447 | -1.3% | 0.31% | +2.7% |
| Q1 2022 | $484,000 | -8.2% | 9,575 | -2.1% | 0.30% | -8.9% |
| Q4 2021 | $527,000 | -2.9% | 9,782 | -2.3% | 0.33% | -34.1% |
| Q3 2021 | $543,000 | – | 10,015 | – | 0.50% | – |
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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% |