SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -93.9% | 37 | -94.2% | 0.00% | -91.7% |
| Q2 2018 | $33,000 | 0.0% | 642 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $33,000 | -65.6% | 642 | -65.0% | 0.02% | -62.9% |
| Q4 2017 | $96,000 | 0.0% | 1,836 | 0.0% | 0.06% | -3.1% |
| Q3 2017 | $96,000 | +54.8% | 1,836 | +53.8% | 0.06% | +48.8% |
| Q2 2017 | $62,000 | 0.0% | 1,194 | -0.1% | 0.04% | -2.3% |
| Q1 2017 | $62,000 | +1.6% | 1,195 | +0.1% | 0.04% | -2.2% |
| Q4 2016 | $61,000 | -4.7% | 1,194 | 0.0% | 0.04% | -6.2% |
| Q3 2016 | $64,000 | 0.0% | 1,194 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $64,000 | – | 1,194 | – | 0.05% | – |
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% |