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 | $557,866 | +1.2% | 12,613 | +5.6% | 0.50% | -0.8% |
| Q2 2023 | $551,202 | +12.6% | 11,941 | +3.3% | 0.50% | +2.6% |
| Q1 2023 | $489,576 | +5.5% | 11,563 | +13.8% | 0.49% | -3.7% |
| Q4 2022 | $463,892 | -0.0% | 10,162 | -0.7% | 0.51% | -9.2% |
| Q3 2022 | $464,000 | -6.8% | 10,233 | -1.6% | 0.56% | -6.2% |
| Q2 2022 | $498,000 | -5.7% | 10,396 | -0.5% | 0.60% | +8.1% |
| Q1 2022 | $528,000 | -6.7% | 10,445 | -0.6% | 0.56% | -3.0% |
| Q4 2021 | $566,000 | – | 10,509 | – | 0.57% | – |
Download | ||||||
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% |