SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $45,000 | -4.3% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -6.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -5.7% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,000 | -1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | -3.6% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | 0.0% | 984 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $55,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $55,000 | +3.8% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | +1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $51,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $50,000 | +2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $49,000 | -2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $50,000 | -2.0% | 984 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $51,000 | -1.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $52,000 | – | 984 | – | 0.00% | – |
Download | ||||||
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% |