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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,145 | -1.6% | 8,582 | 0.0% | 0.33% | -0.9% |
| Q1 2023 | $402,582 | +1.1% | 8,582 | -1.7% | 0.33% | -6.5% |
| Q4 2022 | $398,388 | +2.4% | 8,727 | +1.7% | 0.35% | -9.7% |
| Q3 2022 | $389,000 | -5.4% | 8,582 | 0.0% | 0.39% | +2.6% |
| Q2 2022 | $411,000 | -13.3% | 8,582 | -8.4% | 0.38% | 0.0% |
| Q1 2022 | $474,000 | -32.8% | 9,367 | -28.4% | 0.38% | -32.9% |
| Q4 2021 | $705,000 | – | 13,089 | – | 0.57% | – |
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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% |