SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,737 | -6.1% | 20,840 | -2.0% | 0.83% | -3.0% |
| Q2 2023 | $982,068 | -1.6% | 21,275 | 0.0% | 0.86% | -7.3% |
| Q1 2023 | $998,025 | +2.8% | 21,275 | +1877.2% | 0.93% | -5.5% |
| Q4 2022 | $971,218 | +0.7% | 1,076 | +0.3% | 0.98% | -9.9% |
| Q3 2022 | $964,000 | -5.3% | 1,073 | -1.6% | 1.09% | -0.7% |
| Q2 2022 | $1,018,000 | -5.4% | 1,091 | -1.4% | 1.10% | +10.7% |
| Q1 2022 | $1,076,000 | -6.1% | 1,106 | -1.8% | 0.99% | +0.4% |
| Q4 2021 | $1,146,000 | – | 1,126 | – | 0.99% | – |
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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% |