REILLY FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

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
REILLY FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$759,00014,5830.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
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