SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,336 | -85.6% | 1,025 | -85.0% | 0.01% | -85.5% |
Q2 2023 | $314,489 | -11.8% | 6,813 | -10.3% | 0.06% | -9.8% |
Q1 2023 | $356,470 | -35.5% | 7,599 | -37.3% | 0.06% | -35.1% |
Q4 2022 | $552,867 | +98.9% | 12,111 | +97.2% | 0.09% | +80.8% |
Q3 2022 | $278,000 | -13.4% | 6,140 | -8.4% | 0.05% | -11.9% |
Q2 2022 | $321,000 | -72.7% | 6,706 | -71.1% | 0.06% | -71.9% |
Q1 2022 | $1,174,000 | -10.9% | 23,211 | -5.0% | 0.21% | -15.0% |
Q4 2021 | $1,317,000 | -6.7% | 24,441 | -6.0% | 0.25% | -15.4% |
Q3 2021 | $1,411,000 | -0.6% | 25,996 | 0.0% | 0.29% | -3.0% |
Q2 2021 | $1,419,000 | -18.2% | 25,996 | -19.1% | 0.30% | -26.8% |
Q1 2021 | $1,734,000 | -24.2% | 32,150 | -21.2% | 0.41% | -30.7% |
Q4 2020 | $2,287,000 | +21.8% | 40,823 | +22.0% | 0.59% | +13.2% |
Q3 2020 | $1,877,000 | -22.1% | 33,463 | -21.9% | 0.52% | -21.7% |
Q2 2020 | $2,409,000 | -25.5% | 42,835 | -28.1% | 0.67% | -37.7% |
Q1 2020 | $3,235,000 | -2.4% | 59,602 | -3.9% | 1.07% | +49.9% |
Q4 2019 | $3,313,000 | -10.2% | 62,007 | -9.5% | 0.72% | -13.7% |
Q3 2019 | $3,691,000 | -4.9% | 68,548 | -6.4% | 0.83% | -5.4% |
Q2 2019 | $3,883,000 | -2.2% | 73,258 | -4.3% | 0.88% | -5.6% |
Q1 2019 | $3,970,000 | +0.9% | 76,522 | -1.6% | 0.93% | -11.9% |
Q4 2018 | $3,933,000 | +6.7% | 77,736 | +6.0% | 1.05% | +16.3% |
Q3 2018 | $3,686,000 | -0.3% | 73,349 | +0.5% | 0.91% | +4.0% |
Q2 2018 | $3,696,000 | -12.0% | 72,977 | -11.3% | 0.87% | -18.2% |
Q1 2018 | $4,199,000 | +14.4% | 82,294 | +16.7% | 1.06% | -0.1% |
Q4 2017 | $3,671,000 | +5.7% | 70,546 | +6.4% | 1.07% | -4.8% |
Q3 2017 | $3,472,000 | +0.2% | 66,309 | -0.0% | 1.12% | -12.2% |
Q2 2017 | $3,466,000 | +13.3% | 66,339 | +12.4% | 1.28% | +4.7% |
Q1 2017 | $3,058,000 | +873.9% | 59,044 | +868.1% | 1.22% | +592.6% |
Q4 2016 | $314,000 | – | 6,099 | – | 0.18% | – |
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% |