SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,680 | -4.2% | 558 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $25,757 | -1.6% | 558 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $26,176 | +104604.0% | 558 | 0.0% | 0.01% | – |
| Q4 2022 | $25 | -99.9% | 558 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -3.8% | 558 | 0.0% | 0.00% | – |
| Q2 2022 | $26,000 | -7.1% | 558 | 0.0% | 0.00% | – |
| Q1 2022 | $28,000 | -6.7% | 558 | +0.2% | 0.00% | – |
| Q4 2021 | $30,000 | 0.0% | 557 | 0.0% | 0.00% | – |
| Q3 2021 | $30,000 | 0.0% | 557 | 0.0% | 0.00% | – |
| Q2 2021 | $30,000 | 0.0% | 557 | 0.0% | 0.00% | – |
| Q1 2021 | $30,000 | +900.0% | 557 | +731.3% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | – | 67 | – | 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% |