SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,527,351 | +24.7% | 206,398 | +26.7% | 0.02% | +25.0% |
| Q1 2023 | $7,641,455 | +1.8% | 162,896 | -0.9% | 0.01% | -7.7% |
| Q4 2022 | $7,506,562 | +10.9% | 164,437 | +10.1% | 0.01% | +8.3% |
| Q3 2022 | $6,766,000 | +2434.1% | 149,330 | +2576.2% | 0.01% | – |
| Q2 2022 | $267,000 | -49.5% | 5,580 | -46.6% | 0.00% | -100.0% |
| Q1 2022 | $529,000 | -19.4% | 10,454 | -14.1% | 0.00% | 0.0% |
| Q4 2021 | $656,000 | +33.3% | 12,174 | +34.4% | 0.00% | 0.0% |
| Q3 2021 | $492,000 | -10.1% | 9,056 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $547,000 | +13.5% | 10,016 | +12.0% | 0.00% | 0.0% |
| Q1 2021 | $482,000 | +76.6% | 8,940 | +83.1% | 0.00% | 0.0% |
| Q4 2020 | $273,000 | -41.8% | 4,883 | -44.8% | 0.00% | 0.0% |
| Q2 2019 | $469,000 | +6.6% | 8,850 | +2.5% | 0.00% | 0.0% |
| Q1 2018 | $440,000 | – | 8,636 | – | 0.00% | – |
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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% |