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 | $2,791,797 | +0.5% | 63,120 | +4.8% | 0.31% | +3.0% |
| Q2 2023 | $2,779,247 | +1.6% | 60,209 | +3.3% | 0.30% | -3.2% |
| Q1 2023 | $2,735,041 | +1.6% | 58,304 | -1.2% | 0.31% | -11.6% |
| Q4 2022 | $2,692,894 | +1.2% | 58,990 | +0.5% | 0.35% | -7.8% |
| Q3 2022 | $2,660,000 | -6.0% | 58,705 | -0.7% | 0.38% | -1.0% |
| Q2 2022 | $2,829,000 | -12.1% | 59,095 | -1.0% | 0.39% | +10.9% |
| Q4 2021 | $3,218,000 | +5.2% | 59,694 | +5.9% | 0.35% | -16.5% |
| Q3 2021 | $3,058,000 | +246.7% | 56,359 | +238.4% | 0.42% | +76.8% |
| Q2 2019 | $882,000 | -26.9% | 16,657 | -30.7% | 0.24% | -43.2% |
| Q3 2018 | $1,207,000 | -67.6% | 24,034 | -66.4% | 0.42% | -70.5% |
| Q4 2017 | $3,731,000 | +34.5% | 71,571 | +35.1% | 1.41% | +31.3% |
| Q3 2017 | $2,774,000 | +1178.3% | 52,995 | +1159.4% | 1.08% | +1110.1% |
| Q1 2017 | $217,000 | -44.2% | 4,208 | -44.2% | 0.09% | -55.9% |
| Q4 2016 | $389,000 | +5.7% | 7,545 | +9.9% | 0.20% | -14.8% |
| Q3 2016 | $368,000 | +53.3% | 6,865 | +53.1% | 0.24% | +30.9% |
| Q2 2016 | $240,000 | – | 4,483 | – | 0.18% | – |
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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% |