SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $578,306 | +10168.2% | 12,328 | -90.0% | 0.18% | -90.2% |
| Q4 2022 | $5,632 | -99.9% | 123,368 | +55.1% | 1.81% | +68.7% |
| Q4 2021 | $4,288,000 | +1383.7% | 79,563 | +1393.0% | 1.07% | +1329.3% |
| Q3 2021 | $289,000 | -92.1% | 5,329 | -92.7% | 0.08% | -94.2% |
| Q4 2018 | $3,675,000 | -61.4% | 72,649 | -60.3% | 1.30% | -58.6% |
| Q4 2017 | $9,523,000 | +408.2% | 183,000 | +403.0% | 3.14% | +334.4% |
| Q4 2016 | $1,874,000 | +23.5% | 36,381 | +23.5% | 0.72% | -0.8% |
| Q4 2015 | $1,517,000 | – | 29,458 | – | 0.73% | – |
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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% |