SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 68 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $508 | -99.9% | 11 | -99.9% | 0.00% | -100.0% |
| Q1 2022 | $865,000 | -33.9% | 17,114 | -29.5% | 0.20% | -26.6% |
| Q4 2021 | $1,309,000 | -0.8% | 24,292 | -0.1% | 0.27% | -7.7% |
| Q3 2021 | $1,320,000 | -2.6% | 24,328 | -1.9% | 0.30% | -0.3% |
| Q2 2021 | $1,355,000 | +1.3% | 24,811 | +0.1% | 0.30% | -7.7% |
| Q1 2021 | $1,337,000 | -19.7% | 24,787 | -16.6% | 0.32% | -15.9% |
| Q4 2020 | $1,666,000 | -8.0% | 29,729 | -7.9% | 0.38% | -23.8% |
| Q3 2020 | $1,810,000 | -21.3% | 32,267 | -21.1% | 0.50% | -32.8% |
| Q2 2020 | $2,301,000 | +30.3% | 40,918 | +25.7% | 0.75% | +2.7% |
| Q1 2020 | $1,766,000 | +12.1% | 32,543 | +10.4% | 0.73% | +41.7% |
| Q4 2019 | $1,575,000 | -1.5% | 29,487 | -0.7% | 0.52% | -3.7% |
| Q3 2019 | $1,599,000 | +1.5% | 29,697 | -0.0% | 0.54% | +0.6% |
| Q2 2019 | $1,575,000 | -4.4% | 29,710 | -6.5% | 0.53% | -3.8% |
| Q1 2019 | $1,648,000 | -0.2% | 31,774 | -2.6% | 0.55% | -12.9% |
| Q4 2018 | $1,651,000 | 0.0% | 32,628 | -0.7% | 0.64% | +22.4% |
| Q3 2018 | $1,651,000 | -1.1% | 32,858 | -0.3% | 0.52% | -7.2% |
| Q2 2018 | $1,669,000 | +4.8% | 32,967 | +5.6% | 0.56% | -3.5% |
| Q1 2018 | $1,592,000 | +2.9% | 31,209 | +5.0% | 0.58% | +1.0% |
| Q4 2017 | $1,547,000 | +2.7% | 29,734 | +3.4% | 0.57% | -0.9% |
| Q3 2017 | $1,506,000 | +0.7% | 28,766 | +0.4% | 0.58% | -7.2% |
| Q2 2017 | $1,496,000 | +4.3% | 28,638 | +3.4% | 0.62% | +6.7% |
| Q1 2017 | $1,435,000 | +3.7% | 27,709 | +3.1% | 0.58% | -2.0% |
| Q4 2016 | $1,384,000 | -0.3% | 26,874 | +3.9% | 0.60% | -2.1% |
| Q3 2016 | $1,388,000 | -7.3% | 25,855 | -7.2% | 0.61% | -6.3% |
| Q2 2016 | $1,497,000 | -0.1% | 27,858 | -1.8% | 0.65% | -2.3% |
| Q1 2016 | $1,498,000 | -7.8% | 28,362 | -10.1% | 0.66% | +0.6% |
| Q4 2015 | $1,624,000 | +13.9% | 31,535 | +15.3% | 0.66% | +3.8% |
| Q3 2015 | $1,426,000 | +6.2% | 27,343 | +5.3% | 0.64% | +16.7% |
| Q2 2015 | $1,343,000 | +13.1% | 25,956 | +15.7% | 0.55% | +15.4% |
| Q1 2015 | $1,187,000 | +1.7% | 22,442 | +0.7% | 0.47% | +0.2% |
| Q4 2014 | $1,167,000 | +8.3% | 22,287 | +7.0% | 0.47% | +3.1% |
| Q3 2014 | $1,078,000 | +0.1% | 20,832 | +0.4% | 0.46% | +4.6% |
| Q2 2014 | $1,077,000 | +11.7% | 20,750 | +10.0% | 0.44% | +8.1% |
| Q1 2014 | $964,000 | -4.8% | 18,859 | -6.4% | 0.40% | -4.3% |
| Q4 2013 | $1,013,000 | +3.9% | 20,139 | +5.0% | 0.42% | -4.7% |
| Q3 2013 | $975,000 | +122.1% | 19,185 | +120.8% | 0.44% | +107.5% |
| Q2 2013 | $439,000 | – | 8,687 | – | 0.21% | – |
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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% |