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 2023 | $1,187,841 | +104463.5% | 26,856 | +9.1% | 0.43% | +16.0% |
| Q2 2023 | $1,136 | +34.3% | 24,608 | +36.4% | 0.37% | +39.6% |
| Q1 2023 | $846 | +14.5% | 18,037 | +11.4% | 0.27% | +10.3% |
| Q4 2022 | $739 | -99.9% | 16,184 | +0.7% | 0.24% | -8.0% |
| Q3 2022 | $728,000 | +5.5% | 16,065 | +11.5% | 0.26% | +12.3% |
| Q2 2022 | $690,000 | -13.4% | 14,413 | -8.6% | 0.24% | -1.3% |
| Q1 2022 | $797,000 | -4.3% | 15,766 | +2.1% | 0.24% | -2.9% |
| Q4 2021 | $833,000 | +6.7% | 15,448 | +7.4% | 0.24% | +5.2% |
| Q3 2021 | $781,000 | -4.3% | 14,387 | -3.7% | 0.23% | -3.3% |
| Q2 2021 | $816,000 | +6.1% | 14,939 | +4.8% | 0.24% | +6.2% |
| Q1 2021 | $769,000 | -0.9% | 14,251 | +2.9% | 0.23% | -1.7% |
| Q4 2020 | $776,000 | +0.9% | 13,850 | +1.0% | 0.23% | -11.5% |
| Q3 2020 | $769,000 | -1.0% | 13,718 | -0.7% | 0.26% | -6.1% |
| Q2 2020 | $777,000 | -26.8% | 13,816 | -29.3% | 0.28% | -37.2% |
| Q1 2020 | $1,061,000 | -1.7% | 19,549 | -3.2% | 0.44% | +14.8% |
| Q4 2019 | $1,079,000 | +13.0% | 20,196 | +12.1% | 0.39% | +1.0% |
| Q2 2019 | $955,000 | -2.5% | 18,023 | -4.5% | 0.38% | -13.0% |
| Q1 2019 | $979,000 | -89.1% | 18,869 | +6.6% | 0.44% | +3.1% |
| Q4 2018 | $8,959,000 | +854.1% | 17,709 | -4.5% | 0.43% | +3.6% |
| Q2 2018 | $939,000 | -2.0% | 18,540 | -1.3% | 0.41% | +0.7% |
| Q1 2018 | $958,000 | -1.6% | 18,785 | +0.4% | 0.41% | +2.5% |
| Q4 2017 | $974,000 | -0.5% | 18,713 | +0.1% | 0.40% | -2.9% |
| Q3 2017 | $979,000 | +7.3% | 18,702 | +7.2% | 0.41% | +1.2% |
| Q2 2017 | $912,000 | +3.1% | 17,450 | +2.1% | 0.40% | +1.8% |
| Q1 2017 | $885,000 | -0.8% | 17,089 | -1.2% | 0.40% | -4.1% |
| Q4 2016 | $892,000 | -2.9% | 17,302 | +1.1% | 0.42% | -2.8% |
| Q3 2016 | $919,000 | +17.7% | 17,116 | +15.8% | 0.43% | -1.6% |
| Q1 2016 | $781,000 | +16.4% | 14,783 | +13.6% | 0.43% | +7.4% |
| Q4 2015 | $671,000 | +5.3% | 13,016 | +6.7% | 0.40% | +29.1% |
| Q3 2015 | $637,000 | -1.4% | 12,201 | -2.2% | 0.31% | +15.9% |
| Q2 2015 | $646,000 | -90.4% | 12,472 | -1.5% | 0.27% | -13.2% |
| Q1 2015 | $6,703,000 | -3.4% | 12,668 | -4.4% | 0.31% | -7.4% |
| Q4 2014 | $6,938,000 | +0.7% | 13,251 | -0.4% | 0.34% | -2.9% |
| Q3 2014 | $6,890,000 | +878.7% | 13,309 | -1.9% | 0.35% | -3.6% |
| Q2 2014 | $704,000 | -2.8% | 13,562 | -4.2% | 0.36% | -5.8% |
| Q1 2014 | $724,000 | +5.4% | 14,158 | +3.6% | 0.38% | -2.1% |
| Q4 2013 | $687,000 | -12.8% | 13,663 | -12.4% | 0.39% | -18.6% |
| Q2 2013 | $788,000 | – | 15,600 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
| KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
| Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
| Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
| FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
| RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
| Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
| BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
| Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
| Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |