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 2022 | $608,000 | -5.3% | 12,708 | 0.0% | 0.51% | +11.9% |
| Q1 2022 | $642,000 | -6.3% | 12,708 | 0.0% | 0.45% | +5.9% |
| Q4 2021 | $685,000 | +35.4% | 12,708 | +36.2% | 0.43% | +32.2% |
| Q3 2021 | $506,000 | -0.8% | 9,332 | 0.0% | 0.32% | -3.3% |
| Q2 2021 | $510,000 | +1.4% | 9,332 | 0.0% | 0.33% | -2.9% |
| Q1 2021 | $503,000 | -3.8% | 9,332 | 0.0% | 0.34% | -7.3% |
| Q4 2020 | $523,000 | +43.3% | 9,332 | +43.5% | 0.37% | +35.9% |
| Q3 2020 | $365,000 | +4.0% | 6,502 | +4.1% | 0.27% | +0.7% |
| Q2 2020 | $351,000 | +32.0% | 6,245 | +27.4% | 0.27% | +16.8% |
| Q1 2020 | $266,000 | +1.5% | 4,900 | 0.0% | 0.23% | +33.3% |
| Q4 2019 | $262,000 | -0.8% | 4,900 | 0.0% | 0.17% | -9.8% |
| Q3 2019 | $264,000 | +1.5% | 4,900 | 0.0% | 0.19% | -4.0% |
| Q2 2019 | $260,000 | +2.4% | 4,900 | 0.0% | 0.20% | +2.0% |
| Q1 2019 | $254,000 | -93.8% | 4,900 | -94.0% | 0.20% | -94.3% |
| Q4 2018 | $4,116,000 | -19.2% | 81,351 | -19.7% | 3.44% | -6.9% |
| Q3 2018 | $5,092,000 | -0.2% | 101,337 | +0.6% | 3.70% | -6.6% |
| Q2 2018 | $5,103,000 | – | 100,774 | – | 3.96% | – |
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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% |