SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $100,000 | +8.7% | 1,784 | +4.1% | 0.06% | +3.6% |
| Q4 2019 | $92,000 | +5.7% | 1,714 | +6.2% | 0.06% | +3.8% |
| Q3 2019 | $87,000 | -22.3% | 1,614 | -25.1% | 0.05% | -25.4% |
| Q1 2019 | $112,000 | -55.2% | 2,154 | -56.3% | 0.07% | -57.5% |
| Q4 2018 | $250,000 | -10.7% | 4,934 | -11.4% | 0.17% | -7.2% |
| Q3 2018 | $280,000 | +1.4% | 5,567 | +2.0% | 0.18% | +1.7% |
| Q2 2018 | $276,000 | +3.4% | 5,457 | +4.2% | 0.18% | +1.1% |
| Q1 2018 | $267,000 | -43.7% | 5,237 | -42.4% | 0.18% | +13.6% |
| Q4 2017 | $474,000 | +93.5% | 9,094 | +94.6% | 0.15% | +2.0% |
| Q3 2017 | $245,000 | -0.8% | 4,672 | -1.1% | 0.15% | -10.1% |
| Q2 2017 | $247,000 | +22.3% | 4,722 | +21.0% | 0.17% | +16.7% |
| Q1 2017 | $202,000 | – | 3,902 | – | 0.14% | – |
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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% |