SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | -5.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -5.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | -6.5% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | -0.4% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $279,000 | -0.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 5,150 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $278,000 | -3.8% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $289,000 | 0.0% | 5,150 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $289,000 | -0.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $290,000 | +3.9% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $279,000 | +1.5% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $275,000 | -0.7% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | +1.5% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +2.2% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +2.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $261,000 | +0.8% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $259,000 | +15.1% | 5,150 | +15.7% | 0.01% | 0.0% |
| Q2 2018 | $225,000 | -0.9% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $227,000 | -2.2% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +12.1% | 4,450 | +12.7% | 0.01% | 0.0% |
| Q3 2017 | $207,000 | – | 3,950 | – | 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% |