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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,595 | -4.2% | 1,890 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $87,242 | -8.9% | 1,890 | -7.4% | 0.00% | -25.0% |
| Q1 2023 | $95,790 | +2.8% | 2,042 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $93,217 | +0.2% | 2,042 | -0.5% | 0.00% | 0.0% |
| Q3 2022 | $93,000 | -5.1% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $98,000 | -5.8% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $104,000 | -6.3% | 2,052 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $111,000 | 0.0% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $111,000 | -0.9% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $112,000 | +0.9% | 2,052 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $111,000 | -3.5% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $115,000 | 0.0% | 2,052 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $115,000 | -0.9% | 2,052 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $116,000 | +1.8% | 2,052 | -0.7% | 0.01% | -14.3% |
| Q1 2020 | $114,000 | +2.7% | 2,067 | +0.7% | 0.01% | +40.0% |
| Q4 2019 | $111,000 | 0.0% | 2,052 | -0.7% | 0.01% | -16.7% |
| Q3 2019 | $111,000 | +0.9% | 2,067 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $110,000 | +2.8% | 2,067 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $107,000 | +1.9% | 2,067 | 0.0% | 0.01% | -25.0% |
| Q4 2018 | $105,000 | +1.0% | 2,067 | -1.0% | 0.01% | +33.3% |
| Q3 2018 | $104,000 | -1.0% | 2,087 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $105,000 | – | 2,087 | – | 0.01% | – |
Download | ||||||
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% |