SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,101 | -30.1% | 8,752 | -27.0% | 0.31% | -25.8% |
| Q2 2023 | $553,459 | +46.3% | 11,990 | +48.6% | 0.42% | +47.0% |
| Q1 2023 | $378,376 | +10.0% | 8,066 | +7.0% | 0.29% | +19.6% |
| Q4 2022 | $344,110 | -33.3% | 7,538 | -33.9% | 0.24% | -36.5% |
| Q3 2022 | $516,000 | +111.5% | 11,399 | +123.3% | 0.38% | +126.3% |
| Q2 2022 | $244,000 | -1.6% | 5,105 | 0.0% | 0.17% | +3.1% |
| Q1 2022 | $248,000 | – | 5,105 | – | 0.16% | – |
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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% |