Covington Capital Management - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.

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Quarter-by-quarter ownership
Covington Capital Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$45,000
-4.3%
9840.0%0.00%0.0%
Q2 2022$47,000
-6.0%
9840.0%0.00%0.0%
Q1 2022$50,000
-5.7%
9840.0%0.00%0.0%
Q4 2021$53,0000.0%9840.0%0.00%0.0%
Q3 2021$53,000
-1.9%
9840.0%0.00%0.0%
Q2 2021$54,000
+1.9%
9840.0%0.00%0.0%
Q1 2021$53,000
-3.6%
9840.0%0.00%0.0%
Q4 2020$55,0000.0%9840.0%0.00%
-33.3%
Q3 2020$55,0000.0%9840.0%0.00%0.0%
Q2 2020$55,000
+3.8%
9840.0%0.00%0.0%
Q1 2020$53,0000.0%9840.0%0.00%0.0%
Q4 2019$53,0000.0%9840.0%0.00%0.0%
Q3 2019$53,000
+1.9%
9840.0%0.00%0.0%
Q2 2019$52,000
+2.0%
9840.0%0.00%0.0%
Q1 2019$51,000
+2.0%
9840.0%0.00%0.0%
Q4 2018$50,000
+2.0%
9840.0%0.00%0.0%
Q3 2018$49,000
-2.0%
9840.0%0.00%0.0%
Q2 2018$50,0000.0%9840.0%0.00%0.0%
Q1 2018$50,000
-2.0%
9840.0%0.00%0.0%
Q4 2017$51,000
-1.9%
9840.0%0.00%0.0%
Q3 2017$52,000–984–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders