SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,888,194 | +5.1% | 42,690 | +9.7% | 0.86% | -2.7% |
| Q2 2023 | $1,796,360 | -6.0% | 38,916 | -4.4% | 0.88% | -10.6% |
| Q1 2023 | $1,910,515 | +6.5% | 40,727 | +3.6% | 0.99% | +4.5% |
| Q4 2022 | $1,794,462 | +7.9% | 39,309 | +7.1% | 0.95% | +3.5% |
| Q3 2022 | $1,663,000 | -2.7% | 36,711 | +2.8% | 0.91% | +7.3% |
| Q2 2022 | $1,709,000 | -8.1% | 35,705 | -2.9% | 0.85% | +11.2% |
| Q1 2022 | $1,859,000 | -32.6% | 36,765 | -28.2% | 0.77% | -37.2% |
| Q4 2021 | $2,759,000 | +0.5% | 51,183 | +1.2% | 1.22% | -17.2% |
| Q3 2021 | $2,744,000 | -4.1% | 50,573 | -3.5% | 1.47% | -4.8% |
| Q2 2021 | $2,861,000 | -0.5% | 52,394 | -1.7% | 1.55% | -21.4% |
| Q1 2021 | $2,875,000 | +31.5% | 53,288 | +36.5% | 1.97% | +3.5% |
| Q4 2020 | $2,187,000 | – | 39,039 | – | 1.90% | – |
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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% |