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 2022 | $1,657,000 | -6.6% | 36,578 | -1.3% | 0.16% | -7.4% |
| Q2 2022 | $1,774,000 | -27.2% | 37,051 | -23.1% | 0.18% | -8.9% |
| Q1 2022 | $2,437,000 | +2243.3% | 48,195 | +2499.5% | 0.19% | +1271.4% |
| Q3 2020 | $104,000 | -15.4% | 1,854 | -15.1% | 0.01% | -22.2% |
| Q2 2020 | $123,000 | -6.8% | 2,185 | -10.0% | 0.02% | -30.8% |
| Q1 2020 | $132,000 | +1.5% | 2,428 | 0.0% | 0.03% | +44.4% |
| Q4 2019 | $130,000 | -29.0% | 2,428 | -29.8% | 0.02% | -37.9% |
| Q2 2019 | $183,000 | +1730.0% | 3,460 | +1630.0% | 0.03% | +2800.0% |
| Q2 2018 | $10,000 | – | 200 | – | 0.00% | – |
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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% |