SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,515 | +17.2% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +33.3% | 77 | +54.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -75.0% | 50 | -78.3% | 0.00% | -50.0% |
| Q3 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -75.0% | 230 | -75.8% | 0.00% | -86.4% |
| Q3 2018 | $48,000 | +242.9% | 950 | +234.5% | 0.02% | +340.0% |
| Q4 2015 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $13,000 | -7.1% | 284 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | – | 284 | – | 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% |