SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,883,000 | +8.3% | 36,297 | +5.6% | 0.68% | -6.7% |
| Q4 2018 | $1,739,000 | +6.9% | 34,384 | +6.3% | 0.73% | +24.3% |
| Q3 2018 | $1,626,000 | -0.4% | 32,361 | +0.4% | 0.58% | -8.3% |
| Q2 2018 | $1,632,000 | +2.4% | 32,221 | +3.1% | 0.64% | -4.3% |
| Q1 2018 | $1,594,000 | +7.3% | 31,242 | +9.5% | 0.67% | +50.9% |
| Q4 2017 | $1,485,000 | +1.7% | 28,541 | +2.4% | 0.44% | -5.6% |
| Q3 2017 | $1,460,000 | +1.5% | 27,878 | +1.2% | 0.47% | -1.3% |
| Q2 2017 | $1,439,000 | +11.4% | 27,539 | +10.4% | 0.47% | +7.2% |
| Q1 2017 | $1,292,000 | +27.5% | 24,939 | +26.7% | 0.44% | +16.6% |
| Q4 2016 | $1,013,000 | +5.7% | 19,676 | +10.3% | 0.38% | +4.1% |
| Q3 2016 | $958,000 | +6.1% | 17,845 | +6.2% | 0.36% | +4.3% |
| Q2 2016 | $903,000 | +37.4% | 16,804 | +35.0% | 0.35% | +20.8% |
| Q1 2016 | $657,000 | – | 12,443 | – | 0.29% | – |
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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% |