SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,786,000 | -48.4% | 67,570 | -48.4% | 1.47% | -51.5% |
| Q3 2020 | $7,342,000 | +121.9% | 130,914 | +122.5% | 3.03% | +105.6% |
| Q2 2020 | $3,309,000 | +389.5% | 58,834 | +372.6% | 1.47% | +285.6% |
| Q1 2020 | $676,000 | -19.6% | 12,450 | -20.9% | 0.38% | +5.8% |
| Q4 2019 | $841,000 | -1.1% | 15,740 | -0.3% | 0.36% | -8.8% |
| Q3 2019 | $850,000 | +88.9% | 15,790 | +86.0% | 0.40% | +94.1% |
| Q2 2019 | $450,000 | – | 8,490 | – | 0.20% | – |
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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% |