SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | +50.0% | 54 | +14.9% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $2,000 | -96.0% | 47 | -95.1% | 0.00% | -97.3% |
| Q3 2017 | $50,000 | +4.2% | 960 | +5.1% | 0.04% | +2.8% |
| Q2 2017 | $48,000 | +2.1% | 913 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $47,000 | 0.0% | 913 | 0.0% | 0.04% | -5.1% |
| Q4 2016 | $47,000 | +327.3% | 913 | +332.7% | 0.04% | +333.3% |
| Q3 2016 | $11,000 | -50.0% | 211 | -49.8% | 0.01% | -10.0% |
| Q2 2016 | $22,000 | +100.0% | 420 | +100.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | +22.2% | 210 | +27.3% | 0.01% | +25.0% |
| Q3 2015 | $9,000 | – | 165 | – | 0.01% | – |
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% |