SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - 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 | 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% |