SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,723,000 | +1.9% | 69,069 | +2.6% | 0.28% | -11.3% |
| Q3 2021 | $3,652,000 | -0.3% | 67,306 | +0.3% | 0.31% | +5.1% |
| Q2 2021 | $3,662,000 | +3.2% | 67,072 | +1.9% | 0.30% | -5.4% |
| Q1 2021 | $3,550,000 | +2.6% | 65,809 | +6.5% | 0.31% | -3.4% |
| Q4 2020 | $3,461,000 | +0.4% | 61,768 | +0.5% | 0.32% | -12.2% |
| Q3 2020 | $3,446,000 | +7.5% | 61,450 | +7.8% | 0.37% | -2.4% |
| Q2 2020 | $3,207,000 | +4.3% | 57,021 | +0.6% | 0.38% | -15.1% |
| Q1 2020 | $3,075,000 | +9.8% | 56,655 | +8.1% | 0.44% | +39.5% |
| Q4 2019 | $2,801,000 | +18.3% | 52,416 | +19.2% | 0.32% | +9.6% |
| Q3 2019 | $2,367,000 | +4.9% | 43,964 | +3.2% | 0.29% | +2.8% |
| Q2 2019 | $2,257,000 | +11.0% | 42,586 | +8.6% | 0.28% | +7.2% |
| Q1 2019 | $2,034,000 | +9.6% | 39,207 | +7.0% | 0.26% | -2.2% |
| Q4 2018 | $1,855,000 | +10.0% | 36,658 | +9.2% | 0.27% | +20.5% |
| Q3 2018 | $1,686,000 | +13.8% | 33,561 | +14.7% | 0.22% | +6.7% |
| Q2 2018 | $1,482,000 | +16.1% | 29,258 | +16.9% | 0.21% | +18.0% |
| Q1 2018 | $1,277,000 | +68.2% | 25,031 | +71.6% | 0.18% | +64.8% |
| Q4 2017 | $759,000 | – | 14,583 | – | 0.11% | – |
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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% |