SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,739,000 | -3.0% | 32,294 | -4.5% | 1.87% | +0.1% |
| Q2 2019 | $1,793,000 | -3.1% | 33,823 | -5.2% | 1.87% | -2.1% |
| Q1 2019 | $1,851,000 | +11.5% | 35,686 | +8.8% | 1.91% | -7.8% |
| Q4 2018 | $1,660,000 | +18.5% | 32,806 | +20.6% | 2.07% | +25.3% |
| Q4 2016 | $1,401,000 | +1.3% | 27,199 | +5.5% | 1.65% | +4.6% |
| Q3 2016 | $1,383,000 | -3.3% | 25,773 | -3.2% | 1.58% | -3.7% |
| Q2 2016 | $1,430,000 | +6.5% | 26,618 | +4.7% | 1.64% | +3.4% |
| Q1 2016 | $1,343,000 | +12.6% | 25,432 | +9.7% | 1.59% | +16.5% |
| Q4 2015 | $1,193,000 | -10.8% | 23,174 | -9.7% | 1.36% | -9.4% |
| Q3 2015 | $1,337,000 | +2.9% | 25,651 | +2.2% | 1.50% | +15.6% |
| Q2 2015 | $1,299,000 | +3.6% | 25,108 | +5.9% | 1.30% | +4.1% |
| Q1 2015 | $1,254,000 | +0.1% | 23,709 | -0.9% | 1.25% | -0.7% |
| Q4 2014 | $1,253,000 | – | 23,923 | – | 1.26% | – |
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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% |