SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,895,680 | -6.4% | 65,469 | -2.3% | 0.34% | -1.7% |
| Q2 2023 | $3,093,213 | -13.1% | 67,011 | -11.7% | 0.35% | -16.6% |
| Q1 2023 | $3,561,158 | +88951.2% | 75,915 | -13.3% | 0.42% | -11.7% |
| Q4 2022 | $3,999 | -99.9% | 87,593 | -16.8% | 0.48% | -13.3% |
| Q3 2022 | $4,772,000 | -9.5% | 105,328 | -4.4% | 0.55% | -3.7% |
| Q2 2022 | $5,274,000 | -54.9% | 110,176 | -52.4% | 0.57% | -53.7% |
| Q1 2022 | $11,701,000 | -13.9% | 231,373 | -8.2% | 1.23% | -4.8% |
| Q4 2021 | $13,589,000 | -9.3% | 252,115 | -8.7% | 1.29% | -16.9% |
| Q3 2021 | $14,987,000 | -3.9% | 276,204 | -3.3% | 1.56% | -11.0% |
| Q2 2021 | $15,596,000 | -24.5% | 285,650 | -25.4% | 1.75% | -29.7% |
| Q1 2021 | $20,646,000 | -6.0% | 382,681 | -2.4% | 2.49% | -14.0% |
| Q4 2020 | $21,974,000 | -18.1% | 392,188 | -18.1% | 2.90% | -29.4% |
| Q3 2020 | $26,844,000 | +3.3% | 478,666 | +3.6% | 4.11% | -2.3% |
| Q2 2020 | $25,989,000 | +8.2% | 462,117 | +4.4% | 4.20% | -5.7% |
| Q1 2020 | $24,024,000 | +4.5% | 442,667 | +2.9% | 4.46% | +23.5% |
| Q4 2019 | $22,994,000 | +10.8% | 430,362 | +11.7% | 3.61% | +2.3% |
| Q3 2019 | $20,745,000 | +17.1% | 385,245 | +15.2% | 3.53% | +12.9% |
| Q2 2019 | $17,719,000 | +17.1% | 334,321 | +14.6% | 3.13% | +9.9% |
| Q1 2019 | $15,136,000 | +19.7% | 291,752 | +16.7% | 2.84% | +9.3% |
| Q4 2018 | $12,645,000 | +26.4% | 249,954 | +25.5% | 2.60% | +40.2% |
| Q3 2018 | $10,005,000 | +13.1% | 199,113 | +14.0% | 1.86% | +8.5% |
| Q2 2018 | $8,847,000 | +9.9% | 174,699 | +10.7% | 1.71% | +7.5% |
| Q1 2018 | $8,050,000 | +12.5% | 157,792 | +14.8% | 1.59% | +13.7% |
| Q4 2017 | $7,155,000 | +7.9% | 137,491 | +8.6% | 1.40% | +3.0% |
| Q3 2017 | $6,630,000 | +14.2% | 126,634 | +14.0% | 1.36% | +5.5% |
| Q2 2017 | $5,804,000 | +20.5% | 111,088 | +19.5% | 1.29% | +19.9% |
| Q1 2017 | $4,816,000 | +16.1% | 92,997 | +15.5% | 1.07% | +9.4% |
| Q4 2016 | $4,148,000 | +0.3% | 80,546 | +4.5% | 0.98% | -0.6% |
| Q3 2016 | $4,135,000 | +9.8% | 77,055 | +9.9% | 0.99% | +6.5% |
| Q2 2016 | $3,766,000 | -2.4% | 70,112 | -4.0% | 0.93% | -3.4% |
| Q1 2016 | $3,857,000 | +0.7% | 73,021 | -1.8% | 0.96% | -0.7% |
| Q4 2015 | $3,830,000 | -6.7% | 74,369 | -5.5% | 0.97% | -7.7% |
| Q3 2015 | $4,103,000 | +0.4% | 78,687 | -0.4% | 1.05% | +6.5% |
| Q2 2015 | $4,088,000 | -2.1% | 79,016 | +0.1% | 0.98% | -2.0% |
| Q1 2015 | $4,175,000 | -0.0% | 78,916 | -1.1% | 1.00% | -4.7% |
| Q4 2014 | $4,176,000 | +6.7% | 79,759 | +5.5% | 1.05% | +0.5% |
| Q3 2014 | $3,915,000 | +5.9% | 75,623 | +6.1% | 1.05% | +8.3% |
| Q2 2014 | $3,697,000 | +7.0% | 71,245 | +5.4% | 0.97% | -6.0% |
| Q1 2014 | $3,455,000 | -13.3% | 67,583 | -14.8% | 1.03% | -7.0% |
| Q4 2013 | $3,987,000 | +5.1% | 79,294 | +6.2% | 1.11% | -3.8% |
| Q3 2013 | $3,794,000 | +2.3% | 74,634 | +1.8% | 1.15% | -3.2% |
| Q2 2013 | $3,708,000 | – | 73,349 | – | 1.19% | – |
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% |