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 | $3,953,199 | -3.5% | 91,340 | +2.9% | 2.83% | -1.6% |
| Q2 2023 | $4,098,242 | +3.7% | 88,745 | +5.9% | 2.87% | -4.5% |
| Q1 2023 | $3,952,054 | +5.8% | 83,801 | +3.9% | 3.01% | +4.7% |
| Q4 2022 | $3,737,131 | -5.3% | 80,646 | -7.4% | 2.88% | -16.5% |
| Q3 2022 | $3,948,000 | -21.9% | 87,127 | -17.1% | 3.45% | -16.6% |
| Q2 2022 | $5,058,000 | -3.6% | 105,117 | -2.3% | 4.13% | +0.1% |
| Q1 2022 | $5,249,000 | -7.4% | 107,612 | -2.1% | 4.13% | -3.5% |
| Q4 2021 | $5,671,000 | – | 109,970 | – | 4.28% | – |
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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% |