SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,118 | -7.3% | 23,629 | -3.2% | 0.45% | -6.4% |
| Q2 2023 | $1,126,819 | +40.8% | 24,411 | +43.1% | 0.48% | +22.0% |
| Q1 2023 | $800,480 | +43.4% | 17,064 | +39.6% | 0.40% | +26.6% |
| Q4 2022 | $558,170 | -29.0% | 12,227 | -29.5% | 0.31% | -39.8% |
| Q3 2022 | $786,000 | -7.0% | 17,338 | -1.8% | 0.52% | -8.8% |
| Q2 2022 | $845,000 | -29.1% | 17,657 | -25.1% | 0.57% | -38.9% |
| Q1 2022 | $1,192,000 | +26.7% | 23,567 | +35.0% | 0.93% | +57.2% |
| Q4 2021 | $941,000 | – | 17,458 | – | 0.59% | – |
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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% |