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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $84,000 | -86.3% | 1,586 | -86.6% | 0.00% | -85.7% |
| Q1 2019 | $614,000 | -54.7% | 11,797 | -55.7% | 0.02% | -61.1% |
| Q4 2018 | $1,355,000 | -91.9% | 26,657 | -92.0% | 0.05% | -90.6% |
| Q3 2018 | $16,734,000 | -0.6% | 331,949 | +0.1% | 0.57% | -9.8% |
| Q2 2018 | $16,837,000 | -2.7% | 331,611 | -2.0% | 0.64% | -4.8% |
| Q1 2018 | $17,302,000 | +8178.5% | 338,315 | +8360.0% | 0.67% | +8237.5% |
| Q4 2017 | $209,000 | -4.6% | 3,999 | -3.1% | 0.01% | -11.1% |
| Q3 2017 | $219,000 | -30.7% | 4,126 | -31.5% | 0.01% | -35.7% |
| Q2 2017 | $316,000 | -70.6% | 6,021 | -69.9% | 0.01% | -76.7% |
| Q2 2016 | $1,074,000 | -44.0% | 19,993 | -45.0% | 0.06% | -43.9% |
| Q1 2016 | $1,917,000 | +77.0% | 36,326 | +73.0% | 0.11% | +91.1% |
| Q4 2015 | $1,083,000 | – | 21,003 | – | 0.06% | – |
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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% |