SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,351 | -2.4% | 32,293 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $1,463,436 | -1.3% | 31,704 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $1,482,273 | +12.7% | 31,598 | +9.6% | 0.03% | +3.3% |
| Q4 2022 | $1,315,670 | -0.0% | 28,821 | -0.8% | 0.03% | -6.2% |
| Q3 2022 | $1,316,000 | +2.3% | 29,043 | +8.1% | 0.03% | +6.7% |
| Q2 2022 | $1,286,000 | -5.3% | 26,859 | +0.0% | 0.03% | +7.1% |
| Q1 2022 | $1,358,000 | -6.2% | 26,847 | +0.0% | 0.03% | -3.4% |
| Q4 2021 | $1,447,000 | -0.6% | 26,840 | +0.1% | 0.03% | -9.4% |
| Q3 2021 | $1,456,000 | -0.5% | 26,826 | +0.0% | 0.03% | +3.2% |
| Q2 2021 | $1,464,000 | +1.2% | 26,816 | +0.0% | 0.03% | -13.9% |
| Q1 2021 | $1,446,000 | -3.7% | 26,805 | +0.0% | 0.04% | -10.0% |
| Q4 2020 | $1,501,000 | +5.8% | 26,798 | +5.9% | 0.04% | -4.8% |
| Q3 2020 | $1,419,000 | -2.5% | 25,296 | -2.3% | 0.04% | -8.7% |
| Q2 2020 | $1,456,000 | +6.1% | 25,892 | +2.4% | 0.05% | -9.8% |
| Q1 2020 | $1,372,000 | +3.7% | 25,282 | +2.1% | 0.05% | +18.6% |
| Q4 2019 | $1,323,000 | 0.0% | 24,758 | +0.8% | 0.04% | -12.2% |
| Q3 2019 | $1,323,000 | – | 24,568 | – | 0.05% | – |
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% |