SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 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% |