SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,117,882 | +89761.9% | 25,274 | -6.2% | 1.50% | -12.3% |
| Q2 2023 | $1,244 | -11.0% | 26,950 | -9.5% | 1.71% | -11.6% |
| Q1 2023 | $1,397 | +2.9% | 29,781 | +0.2% | 1.94% | -7.1% |
| Q4 2022 | $1,357 | -99.9% | 29,724 | -0.2% | 2.08% | -9.0% |
| Q3 2022 | $1,350,000 | -6.3% | 29,790 | -1.0% | 2.29% | -0.8% |
| Q2 2022 | $1,441,000 | -22.7% | 30,101 | -18.4% | 2.31% | -13.1% |
| Q1 2022 | $1,865,000 | -26.6% | 36,871 | -21.8% | 2.66% | -23.6% |
| Q4 2021 | $2,542,000 | – | 47,155 | – | 3.48% | – |
Download | ||||||
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% |