Ancora Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,077,761
-6.0%
69,585
-1.9%
0.08%
-4.7%
Q2 2023$3,272,865
-5.2%
70,903
-3.7%
0.09%
-12.2%
Q1 2023$3,453,308
+98061.1%
73,616
-4.5%
0.10%
-3.0%
Q4 2022$3,518
-99.9%
77,068
-50.1%
0.10%
-53.2%
Q3 2022$6,996,000
-61.6%
154,411
-59.4%
0.22%
-57.9%
Q2 2022$18,210,000
-13.2%
380,405
-8.3%
0.51%
+0.8%
Q1 2022$20,975,000
-11.5%
414,763
-5.6%
0.51%
-9.4%
Q4 2021$23,689,000
-7.7%
439,504
-7.1%
0.56%
-15.2%
Q3 2021$25,679,000
-13.3%
473,245
-12.7%
0.66%
-14.2%
Q2 2021$29,604,000
+3.2%
542,188
+2.0%
0.77%
-2.4%
Q1 2021$28,684,000
+2.1%
531,670
+6.0%
0.79%
-12.5%
Q4 2020$28,099,000
+3.7%
501,496
+3.8%
0.90%
-15.9%
Q3 2020$27,090,000
+1.6%
483,061
+1.8%
1.08%
-3.6%
Q2 2020$26,676,000
+4.7%
474,325
+1.0%
1.12%
-5.3%
Q1 2020$25,481,000
-1.3%
469,521
-2.8%
1.18%
+22.8%
Q4 2019$25,812,000
+3.4%
483,096
+4.2%
0.96%
-11.8%
Q3 2019$24,958,000
+5.2%
463,469
+3.6%
1.09%
+2.3%
Q2 2019$23,720,000
+12.6%
447,537
+10.3%
1.06%
+11.3%
Q1 2019$21,058,000
+8.2%
405,894
+5.5%
0.96%
+2.1%
Q4 2018$19,458,000
-4.8%
384,638
-5.2%
0.94%
+18.9%
Q3 2018$20,433,000
+2.1%
405,568
+2.6%
0.79%
-9.4%
Q2 2018$20,013,000
-7.8%
395,189
-7.1%
0.87%
-11.0%
Q1 2018$21,695,000
+12.3%
425,224
+14.5%
0.98%
-5.3%
Q4 2017$19,327,000
-1.2%
371,386
-0.6%
1.03%
-9.1%
Q3 2017$19,571,000
+23.6%
373,785
+23.3%
1.13%
+10.5%
Q2 2017$15,834,000
+11.4%
303,029
+10.4%
1.03%
+6.5%
Q1 2017$14,219,000
+4.9%
274,556
+4.3%
0.96%
-2.6%
Q4 2016$13,559,000263,2750.99%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2017
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 550,084$25,804,44015.48%
KilterHowling LLC 306,542$14,379,86514.03%
Tenret Co LLC 329,713$15,466,83713.73%
Pioneer Wealth Management Group 277,871$13,034,92611.60%
FFG RETIREMENT ADVISORS LLC 249,036$11,682,27910.00%
RATIONAL ADVISORS LLC 2,447,696$114,821,4199.38%
Members Advisory Group LLC 292,598$13,725,8378.87%
BlueSky Wealth Advisors, LLC 878,005$41,187,1978.52%
Horst & Graben Wealth Management LLC 704,902$33,067,0008.20%
Waterford Advisors, LLC 320,890$15,0538.15%
View complete list of SCHWAB STRATEGIC TR shareholders