SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $136,576 | +65.7% | 3,088 | +73.0% | 0.00% | -20.0% |
Q2 2023 | $82,403 | -1.3% | 1,785 | +0.3% | 0.01% | -16.7% |
Q1 2023 | $83,455 | +3.0% | 1,779 | +0.2% | 0.01% | 0.0% |
Q4 2022 | $81,031 | -7.9% | 1,775 | -8.7% | 0.01% | -25.0% |
Q3 2022 | $88,000 | +31.3% | 1,944 | +39.3% | 0.01% | +60.0% |
Q2 2022 | $67,000 | -11.8% | 1,396 | -7.5% | 0.01% | 0.0% |
Q1 2022 | $76,000 | +1.3% | 1,510 | +8.2% | 0.01% | 0.0% |
Q4 2021 | $75,000 | -6.2% | 1,396 | -5.3% | 0.01% | -16.7% |
Q3 2021 | $80,000 | +300.0% | 1,474 | +309.4% | 0.01% | +200.0% |
Q2 2021 | $20,000 | +5.3% | 360 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $20,000 | +100.0% | 360 | +94.6% | 0.00% | +100.0% |
Q3 2020 | $10,000 | -9.1% | 185 | -4.6% | 0.00% | 0.0% |
Q2 2020 | $11,000 | -38.9% | 194 | -40.5% | 0.00% | -66.7% |
Q1 2020 | $18,000 | – | 326 | – | 0.00% | – |
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% |