SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $669,000 | +4.9% | 11,904 | +1.3% | 0.31% | +7.9% |
| Q1 2020 | $638,000 | +11.1% | 11,756 | +9.4% | 0.29% | +82.4% |
| Q4 2019 | $574,000 | +10.4% | 10,743 | +11.3% | 0.16% | +65.6% |
| Q3 2019 | $520,000 | +5.1% | 9,650 | +3.4% | 0.10% | +9.1% |
| Q2 2019 | $495,000 | -9.7% | 9,337 | -11.7% | 0.09% | -7.4% |
| Q1 2019 | $548,000 | -0.5% | 10,570 | -3.0% | 0.10% | -15.9% |
| Q4 2018 | $551,000 | +1.7% | 10,900 | +1.1% | 0.11% | -4.2% |
| Q3 2018 | $542,000 | +2.7% | 10,786 | +3.5% | 0.12% | -1.7% |
| Q2 2018 | $528,000 | – | 10,418 | – | 0.12% | – |
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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% |