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 | $4,128,246 | -42.6% | 93,338 | -40.1% | 2.54% | -45.0% |
| Q2 2023 | $7,193,188 | -15.9% | 155,831 | -13.9% | 4.61% | -25.3% |
| Q1 2023 | $8,551,113 | +6.8% | 181,013 | +3.2% | 6.17% | -2.6% |
| Q4 2022 | $8,004,194 | -54.4% | 175,338 | -54.8% | 6.34% | -60.0% |
| Q3 2022 | $17,558,436 | -4.0% | 387,518 | +1.4% | 15.83% | +2.6% |
| Q2 2022 | $18,285,818 | -4.9% | 381,989 | +0.4% | 15.43% | +13.3% |
| Q1 2022 | $19,232,836 | +3.5% | 380,321 | +10.3% | 13.62% | +25.3% |
| Q4 2021 | $18,585,523 | +1.8% | 344,815 | +2.5% | 10.87% | -7.6% |
| Q3 2021 | $18,248,773 | +41.5% | 336,321 | +42.4% | 11.76% | +39.7% |
| Q2 2021 | $12,895,954 | -2.7% | 236,190 | -3.9% | 8.42% | -4.2% |
| Q1 2021 | $13,257,227 | -1.0% | 245,732 | +2.8% | 8.79% | -13.8% |
| Q4 2020 | $13,389,546 | – | 238,971 | – | 10.20% | – |
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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% |