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 | $607,493 | -8.1% | 13,735 | -4.1% | 0.63% | -3.2% |
| Q2 2023 | $661,216 | -6.5% | 14,324 | -5.0% | 0.65% | -8.8% |
| Q1 2023 | $707,545 | -0.1% | 15,083 | -2.8% | 0.72% | -3.2% |
| Q4 2022 | $708,478 | -0.5% | 15,520 | -1.2% | 0.74% | -6.8% |
| Q3 2022 | $712,000 | -6.7% | 15,710 | -1.5% | 0.80% | -2.1% |
| Q2 2022 | $763,000 | -61.1% | 15,950 | -72.2% | 0.81% | -54.6% |
| Q1 2022 | $1,962,000 | +120.2% | 57,320 | +246.6% | 1.79% | +124.9% |
| Q4 2021 | $891,000 | – | 16,540 | – | 0.80% | – |
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% |