SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255,796 | +343.3% | 5,783 | +370.2% | 0.03% | +371.4% |
Q1 2023 | $57,700 | -51.9% | 1,230 | -53.2% | 0.01% | -58.8% |
Q4 2022 | $120,060 | +110.6% | 2,630 | +108.4% | 0.02% | +88.9% |
Q3 2022 | $57,000 | -5.0% | 1,262 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $60,000 | -6.2% | 1,262 | +0.2% | 0.01% | -10.0% |
Q1 2022 | $64,000 | -5.9% | 1,260 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $68,000 | 0.0% | 1,260 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $68,000 | -1.4% | 1,260 | 0.0% | 0.01% | -16.7% |
Q2 2021 | $69,000 | +4.5% | 1,260 | +2.4% | 0.01% | -57.1% |
Q1 2021 | $66,000 | -4.3% | 1,230 | 0.0% | 0.03% | -9.7% |
Q4 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | +14.8% |
Q3 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | -6.9% |
Q2 2020 | $69,000 | +3.0% | 1,230 | 0.0% | 0.03% | -12.1% |
Q1 2020 | $67,000 | +1.5% | 1,230 | 0.0% | 0.03% | +26.9% |
Q4 2019 | $66,000 | 0.0% | 1,230 | 0.0% | 0.03% | -10.3% |
Q3 2019 | $66,000 | -2.9% | 1,230 | -8.3% | 0.03% | -12.1% |
Q4 2018 | $68,000 | +195.7% | 1,342 | +198.2% | 0.03% | +230.0% |
Q3 2018 | $23,000 | -8.0% | 450 | -9.5% | 0.01% | -9.1% |
Q2 2018 | $25,000 | +8.7% | 497 | +10.4% | 0.01% | 0.0% |
Q1 2018 | $23,000 | -97.9% | 450 | -97.9% | 0.01% | -97.8% |
Q4 2017 | $1,114,000 | +111300.0% | 21,413 | +85552.0% | 0.49% | +48800.0% |
Q2 2017 | $1,000 | – | 25 | – | 0.00% | – |
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% |