SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $526,000 | -6.2% | 10,399 | 0.0% | 0.13% | -2.9% |
| Q4 2021 | $561,000 | -0.5% | 10,399 | 0.0% | 0.14% | -11.6% |
| Q3 2021 | $564,000 | -0.7% | 10,399 | 0.0% | 0.16% | +7.6% |
| Q2 2021 | $568,000 | +1.2% | 10,399 | 0.0% | 0.14% | -9.4% |
| Q1 2021 | $561,000 | -3.8% | 10,399 | 0.0% | 0.16% | -11.2% |
| Q4 2020 | $583,000 | -4.6% | 10,399 | -4.6% | 0.18% | -17.9% |
| Q3 2020 | $611,000 | -0.3% | 10,899 | 0.0% | 0.22% | -11.7% |
| Q2 2020 | $613,000 | -1.0% | 10,899 | -4.4% | 0.25% | -14.8% |
| Q1 2020 | $619,000 | -1.7% | 11,399 | -2.6% | 0.29% | +15.1% |
| Q4 2019 | $630,000 | 0.0% | 11,699 | 0.0% | 0.25% | +2.4% |
| Q3 2019 | $630,000 | -2.9% | 11,699 | -4.5% | 0.25% | +4.2% |
| Q2 2019 | $649,000 | – | 12,247 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
| KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
| Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
| Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
| FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
| RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
| Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
| BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
| Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
| Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |