SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $8,951,000 | -1.3% | 178,123 | -0.5% | 1.00% | -1.0% |
| Q2 2018 | $9,066,000 | +0.4% | 179,027 | +1.1% | 1.01% | -0.3% |
| Q1 2018 | $9,032,000 | -6.1% | 177,025 | -4.2% | 1.02% | -3.5% |
| Q4 2017 | $9,618,000 | -0.6% | 184,816 | 0.0% | 1.05% | -5.7% |
| Q3 2017 | $9,677,000 | +48.9% | 184,816 | +47.2% | 1.12% | +42.9% |
| Q1 2017 | $6,501,000 | +10.9% | 125,520 | +10.2% | 0.78% | +5.5% |
| Q4 2016 | $5,864,000 | -4.5% | 113,862 | -0.5% | 0.74% | -7.6% |
| Q3 2016 | $6,140,000 | -0.1% | 114,402 | 0.0% | 0.80% | -3.5% |
| Q2 2016 | $6,146,000 | -0.0% | 114,402 | -1.7% | 0.83% | -3.0% |
| Q1 2016 | $6,148,000 | -11.3% | 116,403 | -13.5% | 0.86% | -12.5% |
| Q4 2015 | $6,929,000 | -40.7% | 134,536 | -40.0% | 0.98% | -42.8% |
| Q3 2015 | $11,685,000 | – | 224,099 | – | 1.71% | – |
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% |