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 | $890,371 | +4.3% | 20,130 | +8.8% | 0.60% | +11.4% |
| Q2 2023 | $854,035 | +114.3% | 18,502 | +117.7% | 0.54% | +100.0% |
| Q1 2023 | $398,601 | +136.5% | 8,497 | +130.1% | 0.27% | +129.1% |
| Q4 2022 | $168,525 | -71.0% | 3,692 | -69.7% | 0.12% | -75.7% |
| Q2 2022 | $582,000 | -57.2% | 12,167 | -54.7% | 0.48% | -53.2% |
| Q1 2022 | $1,359,000 | +56.6% | 26,866 | +66.7% | 1.03% | +71.3% |
| Q4 2021 | $868,000 | +75.7% | 16,112 | +47.7% | 0.60% | +55.4% |
| Q3 2021 | $494,000 | – | 10,912 | – | 0.39% | – |
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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% |