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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $235,000 | -46.7% | 4,675 | -44.5% | 0.06% | -48.4% |
| Q3 2017 | $441,000 | +8.9% | 8,425 | +8.7% | 0.12% | +5.1% |
| Q2 2017 | $405,000 | +8.0% | 7,750 | +6.9% | 0.12% | +3.5% |
| Q1 2017 | $375,000 | +0.5% | 7,250 | 0.0% | 0.11% | -0.9% |
| Q4 2016 | $373,000 | -4.1% | 7,250 | 0.0% | 0.12% | -8.7% |
| Q3 2016 | $389,000 | 0.0% | 7,250 | 0.0% | 0.13% | -4.5% |
| Q2 2016 | $389,000 | +1.6% | 7,250 | 0.0% | 0.13% | +2.3% |
| Q1 2016 | $383,000 | +7.3% | 7,250 | +4.7% | 0.13% | +4.0% |
| Q4 2015 | $357,000 | -1.1% | 6,925 | 0.0% | 0.12% | -3.1% |
| Q3 2015 | $361,000 | +9.1% | 6,925 | +8.2% | 0.13% | +21.9% |
| Q2 2015 | $331,000 | -2.4% | 6,400 | 0.0% | 0.10% | -3.7% |
| Q1 2015 | $339,000 | +1.2% | 6,400 | 0.0% | 0.11% | +0.9% |
| Q4 2014 | $335,000 | +1.2% | 6,400 | 0.0% | 0.11% | -6.9% |
| Q3 2014 | $331,000 | -0.3% | 6,400 | 0.0% | 0.12% | +6.4% |
| Q2 2014 | $332,000 | +6.8% | 6,400 | +5.3% | 0.11% | +1.9% |
| Q1 2014 | $311,000 | +11.1% | 6,075 | +9.0% | 0.11% | +21.6% |
| Q4 2013 | $280,000 | -1.1% | 5,575 | 0.0% | 0.09% | -4.3% |
| Q3 2013 | $283,000 | +11.9% | 5,575 | +11.5% | 0.09% | +5.7% |
| Q2 2013 | $253,000 | – | 5,000 | – | 0.09% | – |
Download | ||||||
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% |