SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $209,000 | -1.4% | 4,000 | -1.4% | 0.16% | -3.1% |
| Q2 2017 | $212,000 | -3.6% | 4,055 | -4.6% | 0.16% | -1.8% |
| Q1 2017 | $220,000 | +0.5% | 4,250 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $219,000 | -6.0% | 4,250 | -2.3% | 0.16% | -10.8% |
| Q3 2016 | $233,000 | -4.5% | 4,350 | -4.4% | 0.18% | -8.0% |
| Q2 2016 | $244,000 | +1.7% | 4,550 | 0.0% | 0.20% | -8.6% |
| Q1 2016 | $240,000 | -0.4% | 4,550 | -2.6% | 0.22% | -8.3% |
| Q4 2015 | $241,000 | -0.8% | 4,670 | 0.0% | 0.24% | +1.3% |
| Q3 2015 | $243,000 | -17.6% | 4,670 | -18.2% | 0.24% | -4.4% |
| Q2 2015 | $295,000 | -2.3% | 5,710 | 0.0% | 0.25% | +2.5% |
| Q1 2015 | $302,000 | -3.5% | 5,710 | -4.4% | 0.24% | -8.0% |
| Q4 2014 | $313,000 | -17.4% | 5,970 | -18.6% | 0.26% | -17.0% |
| Q3 2014 | $379,000 | -6.9% | 7,330 | -6.5% | 0.32% | +27.3% |
| Q2 2014 | $407,000 | +10.3% | 7,840 | +8.7% | 0.25% | +6.0% |
| Q1 2014 | $369,000 | +1.9% | 7,210 | +0.1% | 0.24% | -2.5% |
| Q4 2013 | $362,000 | -9.5% | 7,200 | -8.5% | 0.24% | -14.8% |
| Q3 2013 | $400,000 | -2.0% | 7,870 | -2.5% | 0.28% | +2.2% |
| Q2 2013 | $408,000 | – | 8,070 | – | 0.28% | – |
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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% |