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 | $5,086 | +34.4% | 115 | +40.2% | 0.00% | – |
| Q2 2023 | $3,785 | -1.6% | 82 | 0.0% | 0.00% | – |
| Q1 2023 | $3,847 | -9.4% | 82 | -11.8% | 0.00% | – |
| Q4 2022 | $4,245 | – | 93 | +745.5% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.0% | 0.00% | – |
| Q2 2022 | $55,000 | -6.8% | 1,157 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -4.8% | 1,157 | +1.0% | 0.00% | – |
| Q4 2021 | $62,000 | -16.2% | 1,146 | -15.3% | 0.00% | – |
| Q2 2021 | $74,000 | +124.2% | 1,353 | +114.4% | 0.00% | – |
| Q4 2018 | $33,000 | +371.4% | 631 | +360.6% | 0.00% | – |
| Q3 2015 | $7,000 | – | 137 | – | 0.00% | – |
Download | ||||||
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% |