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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $115,400 | +89.4% | 2,500 | +92.5% | 0.00% | +100.0% |
| Q1 2023 | $60,936 | +58492.3% | 1,299 | -43.2% | 0.00% | -50.0% |
| Q4 2022 | $104 | -99.9% | 2,287 | -43.7% | 0.00% | -33.3% |
| Q3 2022 | $184,000 | -2.6% | 4,060 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $189,000 | -44.7% | 3,943 | -41.6% | 0.00% | -40.0% |
| Q1 2022 | $342,000 | -5.8% | 6,757 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $363,000 | +54.5% | 6,739 | +53.2% | 0.01% | -16.7% |
| Q4 2019 | $235,000 | -10.3% | 4,398 | -9.3% | 0.01% | 0.0% |
| Q3 2019 | $262,000 | +1.9% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $257,000 | +2.0% | 4,848 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $252,000 | +2.9% | 4,848 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $245,000 | +0.4% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $244,000 | -2.0% | 4,848 | -1.6% | 0.01% | -12.5% |
| Q2 2018 | $249,000 | -0.8% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $251,000 | -2.3% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $257,000 | -0.4% | 4,927 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $258,000 | -5.1% | 4,927 | -5.3% | 0.01% | -10.0% |
| Q2 2017 | $272,000 | -25.7% | 5,204 | -26.4% | 0.01% | -23.1% |
| Q1 2017 | $366,000 | +57.1% | 7,070 | +56.2% | 0.01% | +44.4% |
| Q4 2016 | $233,000 | -4.1% | 4,527 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $243,000 | 0.0% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $243,000 | +1.7% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $239,000 | +2.6% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $233,000 | – | 4,527 | – | 0.01% | – |
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% |