SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | -15.7% | 4,976 | -10.6% | 0.02% | -8.0% |
| Q2 2022 | $267,000 | -47.4% | 5,568 | -44.6% | 0.02% | -40.5% |
| Q1 2022 | $508,000 | -6.3% | 10,053 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $542,000 | -15.7% | 10,053 | -15.2% | 0.04% | -24.1% |
| Q3 2021 | $643,000 | +2.1% | 11,853 | +2.8% | 0.05% | 0.0% |
| Q2 2021 | $630,000 | -3.5% | 11,531 | -4.7% | 0.05% | -11.5% |
| Q1 2021 | $653,000 | -4.1% | 12,098 | -0.5% | 0.06% | -9.0% |
| Q4 2020 | $681,000 | -0.9% | 12,156 | -0.8% | 0.07% | -11.8% |
| Q3 2020 | $687,000 | -4.2% | 12,256 | -3.9% | 0.08% | -11.6% |
| Q2 2020 | $717,000 | +3.6% | 12,756 | 0.0% | 0.09% | -10.4% |
| Q1 2020 | $692,000 | +11.4% | 12,756 | +9.8% | 0.10% | +41.2% |
| Q4 2019 | $621,000 | -13.4% | 11,618 | -12.8% | 0.07% | -21.8% |
| Q3 2019 | $717,000 | +2.1% | 13,318 | +0.6% | 0.09% | 0.0% |
| Q2 2019 | $702,000 | +1.3% | 13,243 | -0.9% | 0.09% | -5.4% |
| Q1 2019 | $693,000 | +2.5% | 13,363 | 0.0% | 0.09% | -8.9% |
| Q4 2018 | $676,000 | – | 13,363 | – | 0.10% | – |
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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% |