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 | $1,484,840 | +12.4% | 33,571 | +17.3% | 1.93% | +5.3% |
Q2 2023 | $1,321,192 | -6.7% | 28,622 | -5.2% | 1.84% | -4.6% |
Q1 2023 | $1,416,729 | +30.6% | 30,201 | +27.1% | 1.92% | +24.3% |
Q4 2022 | $1,084,872 | +6.4% | 23,765 | +5.6% | 1.55% | +0.1% |
Q3 2022 | $1,020,000 | +12.8% | 22,508 | +19.2% | 1.55% | +17.6% |
Q2 2022 | $904,000 | -0.3% | 18,884 | +1.0% | 1.32% | +21.3% |
Q1 2022 | $907,000 | – | 18,694 | – | 1.08% | – |
Download |
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% |