SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $30,000 | -63.4% | 586 | -61.6% | 0.00% | -66.7% |
| Q3 2016 | $82,000 | -38.3% | 1,525 | -38.5% | 0.00% | -40.0% |
| Q2 2016 | $133,000 | -3.6% | 2,479 | -5.0% | 0.01% | -16.7% |
| Q1 2016 | $138,000 | +885.7% | 2,609 | +855.7% | 0.01% | +500.0% |
| Q4 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $14,000 | -51.7% | 273 | -50.7% | 0.00% | -66.7% |
| Q4 2014 | $29,000 | +26.1% | 554 | +26.5% | 0.00% | 0.0% |
| Q3 2014 | $23,000 | +15.0% | 438 | +14.4% | 0.00% | 0.0% |
| Q2 2014 | $20,000 | -50.0% | 383 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $40,000 | +25.0% | 766 | +22.0% | 0.00% | -40.0% |
| Q4 2013 | $32,000 | – | 628 | – | 0.01% | – |
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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% |