SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,000 | -99.1% | 30 | -98.7% | 0.00% | -100.0% |
Q2 2022 | $115,000 | -70.4% | 2,393 | -68.8% | 0.03% | -66.7% |
Q1 2022 | $388,000 | -7.6% | 7,673 | -1.6% | 0.08% | -6.7% |
Q4 2021 | $420,000 | -2.1% | 7,797 | -1.3% | 0.09% | -9.1% |
Q3 2021 | $429,000 | -9.3% | 7,899 | -6.4% | 0.10% | -29.8% |
Q2 2021 | $473,000 | +10.5% | 8,441 | +6.4% | 0.14% | +42.4% |
Q1 2021 | $428,000 | -5.7% | 7,935 | -2.1% | 0.10% | -12.4% |
Q4 2020 | $454,000 | -4.0% | 8,102 | -4.0% | 0.11% | -19.9% |
Q3 2020 | $473,000 | -0.2% | 8,441 | +0.2% | 0.14% | -6.0% |
Q2 2020 | $474,000 | -12.7% | 8,425 | -15.8% | 0.15% | -18.9% |
Q1 2020 | $543,000 | -0.9% | 10,002 | -2.5% | 0.18% | +17.8% |
Q4 2019 | $548,000 | +3.0% | 10,255 | +3.9% | 0.16% | -4.8% |
Q3 2019 | $532,000 | +4.9% | 9,873 | +3.3% | 0.16% | +2.5% |
Q2 2019 | $507,000 | +47.4% | 9,559 | +44.4% | 0.16% | +42.5% |
Q1 2019 | $344,000 | +5.5% | 6,622 | +2.6% | 0.11% | -4.2% |
Q4 2018 | $326,000 | -75.5% | 6,452 | -75.6% | 0.12% | -71.6% |
Q3 2018 | $1,330,000 | +28.1% | 26,464 | +29.1% | 0.42% | +22.0% |
Q2 2018 | $1,038,000 | +10.7% | 20,503 | +11.5% | 0.34% | +17.2% |
Q1 2018 | $938,000 | +8.7% | 18,392 | +10.9% | 0.29% | +1.4% |
Q4 2017 | $863,000 | +10.1% | 16,577 | +10.7% | 0.29% | +4.7% |
Q3 2017 | $784,000 | +175.1% | 14,981 | +174.8% | 0.27% | +161.0% |
Q2 2017 | $285,000 | +79.2% | 5,451 | +78.0% | 0.10% | +64.1% |
Q1 2017 | $159,000 | -96.3% | 3,063 | +3546.4% | 0.06% | +3100.0% |
Q4 2016 | $4,314,000 | +143700.0% | 84 | +31.2% | 0.00% | +100.0% |
Q3 2016 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $3,000 | 0.0% | 64 | +8.5% | 0.00% | 0.0% |
Q1 2016 | $3,000 | +200.0% | 59 | +156.5% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 23 | +21.1% | 0.00% | – |
Q3 2015 | $1,000 | 0.0% | 19 | +90.0% | 0.00% | – |
Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q4 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q2 2014 | $1,000 | – | 10 | – | 0.00% | – |
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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% |