SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,328 | -4.4% | 10,815 | -0.2% | 0.33% | +14.8% |
| Q2 2023 | $500,236 | -10.0% | 10,837 | -8.5% | 0.29% | -27.1% |
| Q1 2023 | $555,596 | +1.3% | 11,844 | -1.4% | 0.40% | -11.6% |
| Q4 2022 | $548,632 | -13.5% | 12,018 | -14.2% | 0.45% | -32.6% |
| Q3 2022 | $634,000 | +5.0% | 13,999 | +11.0% | 0.67% | +7.7% |
| Q2 2022 | $604,000 | +58.5% | 12,615 | +67.4% | 0.62% | +143.1% |
| Q1 2022 | $381,000 | -85.1% | 7,535 | -84.1% | 0.26% | -87.4% |
| Q4 2021 | $2,559,000 | – | 47,470 | – | 2.03% | – |
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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% |