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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -90.0% | 13 | -93.1% | 0.00% | -100.0% |
| Q1 2019 | $10,000 | -90.0% | 188 | -90.5% | 0.00% | -93.3% |
| Q4 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q2 2018 | $100,000 | -1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $101,000 | -1.9% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $103,000 | -1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q3 2017 | $104,000 | 0.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $104,000 | +1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $103,000 | +1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $102,000 | -3.8% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $106,000 | 0.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $106,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $105,000 | +2.9% | 1,982 | 0.0% | 0.01% | -7.7% |
| Q4 2015 | $102,000 | +14.6% | 1,982 | +15.8% | 0.01% | +18.2% |
| Q3 2015 | $89,000 | 0.0% | 1,711 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $89,000 | -2.2% | 1,711 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $91,000 | +1.1% | 1,711 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $90,000 | -21.7% | 1,711 | -22.9% | 0.01% | -29.4% |
| Q3 2014 | $115,000 | 0.0% | 2,219 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $115,000 | +1.8% | 2,219 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $113,000 | – | 2,219 | – | 0.02% | – |
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% |