SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $795,000 | +27.4% | 14,751 | +28.3% | 0.05% | +6.1% |
| Q3 2021 | $624,000 | +24.3% | 11,498 | +25.0% | 0.05% | +22.5% |
| Q2 2021 | $502,000 | +2.7% | 9,201 | +1.5% | 0.04% | -7.0% |
| Q1 2021 | $489,000 | +6.1% | 9,064 | +10.1% | 0.04% | -2.3% |
| Q4 2020 | $461,000 | +58.4% | 8,230 | +58.8% | 0.04% | +41.9% |
| Q3 2020 | $291,000 | +10.2% | 5,181 | +10.2% | 0.03% | 0.0% |
| Q2 2020 | $264,000 | +9.1% | 4,700 | +5.3% | 0.03% | 0.0% |
| Q1 2020 | $242,000 | +0.8% | 4,463 | -0.5% | 0.03% | +24.0% |
| Q4 2019 | $240,000 | +43.7% | 4,486 | +44.6% | 0.02% | +38.9% |
| Q3 2019 | $167,000 | +3.7% | 3,102 | +2.3% | 0.02% | +5.9% |
| Q2 2019 | $161,000 | +906.2% | 3,032 | +910.7% | 0.02% | +325.0% |
| Q1 2019 | $16,000 | -89.3% | 300 | -89.8% | 0.00% | -87.1% |
| Q4 2018 | $149,000 | +893.3% | 2,951 | +883.7% | 0.03% | +342.9% |
| Q3 2018 | $15,000 | -25.0% | 300 | -21.9% | 0.01% | +16.7% |
| Q3 2017 | $20,000 | -99.9% | 384 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $20,000,000 | 0.0% | 384 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $20,000,000 | 0.0% | 384 | 0.0% | 0.01% | +50.0% |
| Q4 2016 | $20,000,000 | +95138.1% | 384 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | +5.0% | 384 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $20,000 | 0.0% | 384 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $20,000 | +5.3% | 384 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $19,000 | -5.0% | 384 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $20,000 | +5.3% | 384 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $19,000 | -5.0% | 384 | 0.0% | 0.01% | +16.7% |
| Q1 2015 | $20,000 | 0.0% | 384 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $20,000 | – | 384 | – | 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% |