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 | $241,230 | -18.4% | 5,454 | -14.9% | 0.24% | -27.7% |
| Q2 2023 | $295,701 | -6.3% | 6,406 | -4.8% | 0.32% | +8.0% |
| Q1 2023 | $315,517 | -0.4% | 6,726 | -3.0% | 0.30% | -7.1% |
| Q4 2022 | $316,628 | -88.2% | 6,936 | -88.2% | 0.32% | -89.6% |
| Q3 2022 | $2,674,000 | -7.0% | 59,007 | -1.8% | 3.11% | -0.1% |
| Q2 2022 | $2,875,000 | +8.3% | 60,060 | +14.5% | 3.12% | +19.8% |
| Q1 2022 | $2,654,000 | +12.1% | 52,476 | +19.5% | 2.60% | +15.3% |
| Q4 2021 | $2,367,000 | – | 43,910 | – | 2.26% | – |
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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% |