SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,668 | +29.1% | 21,516 | +34.8% | 0.13% | +33.7% |
| Q2 2023 | $736,902 | -2.5% | 15,964 | -0.9% | 0.10% | -12.8% |
| Q1 2023 | $755,779 | +5.9% | 16,111 | +6.8% | 0.11% | +4.8% |
| Q4 2022 | $713,822 | +21.8% | 15,085 | +16.6% | 0.10% | +10.6% |
| Q3 2022 | $586,000 | -10.3% | 12,936 | -5.2% | 0.09% | -4.1% |
| Q2 2022 | $653,000 | -20.6% | 13,651 | -16.1% | 0.10% | -7.5% |
| Q1 2022 | $822,000 | -4.5% | 16,262 | 0.0% | 0.11% | -6.2% |
| Q4 2021 | $861,000 | -20.9% | 16,262 | -18.9% | 0.11% | -18.7% |
| Q3 2021 | $1,088,000 | +8.2% | 20,053 | +8.8% | 0.14% | +8.6% |
| Q2 2021 | $1,006,000 | -24.1% | 18,432 | -25.0% | 0.13% | -31.6% |
| Q1 2021 | $1,326,000 | +88.9% | 24,577 | +96.1% | 0.19% | +68.5% |
| Q4 2020 | $702,000 | – | 12,530 | – | 0.11% | – |
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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% |