SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $14,211,000 | +8.2% | 263,404 | +12.3% | 0.65% | -17.7% |
| Q4 2020 | $13,140,000 | +4.9% | 234,517 | +4.9% | 0.80% | -4.6% |
| Q3 2020 | $12,532,000 | +25.9% | 223,470 | +26.3% | 0.83% | +20.4% |
| Q2 2020 | $9,950,000 | +11.3% | 176,926 | +7.4% | 0.69% | -19.3% |
| Q1 2020 | $8,936,000 | +4.7% | 164,662 | +3.1% | 0.86% | +49.2% |
| Q4 2019 | $8,535,000 | +15.2% | 159,734 | +16.1% | 0.58% | +11.4% |
| Q3 2019 | $7,410,000 | +2.4% | 137,598 | +0.8% | 0.52% | +3.0% |
| Q2 2019 | $7,237,000 | -4.1% | 136,540 | -6.2% | 0.50% | -5.3% |
| Q1 2019 | $7,548,000 | -52.9% | 145,492 | -54.0% | 0.53% | -55.9% |
| Q4 2018 | $16,011,000 | +147.2% | 316,476 | +145.5% | 1.20% | +168.8% |
| Q3 2018 | $6,477,000 | +1548.1% | 128,895 | +1559.7% | 0.45% | +1758.3% |
| Q2 2018 | $393,000 | -38.0% | 7,766 | -37.5% | 0.02% | -36.8% |
| Q1 2018 | $634,000 | -90.3% | 12,417 | -90.1% | 0.04% | -90.1% |
| Q4 2017 | $6,553,000 | +15.2% | 125,928 | +16.0% | 0.38% | +8.8% |
| Q3 2017 | $5,686,000 | +17.2% | 108,598 | +17.0% | 0.35% | +14.0% |
| Q2 2017 | $4,850,000 | +612.2% | 92,824 | +605.9% | 0.31% | +584.4% |
| Q1 2017 | $681,000 | -39.1% | 13,150 | -39.5% | 0.04% | -40.8% |
| Q4 2016 | $1,119,000 | -57.6% | 21,724 | -55.8% | 0.08% | -62.6% |
| Q2 2016 | $2,638,000 | -69.3% | 49,117 | -69.8% | 0.20% | -75.2% |
| Q1 2016 | $8,590,000 | +160.5% | 162,641 | +154.0% | 0.82% | +176.0% |
| Q4 2015 | $3,297,000 | +331.0% | 64,028 | +336.2% | 0.30% | +265.4% |
| Q3 2015 | $765,000 | -49.0% | 14,678 | -48.2% | 0.08% | -39.6% |
| Q1 2015 | $1,500,000 | +624.6% | 28,360 | +606.4% | 0.13% | +396.3% |
| Q3 2014 | $207,000 | – | 4,015 | – | 0.03% | – |
Download | ||||||
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% |