SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $323,000 | – | 6,091 | – | 0.09% | – |
Q3 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2017 | $4,000 | -50.0% | 80 | -46.7% | 0.00% | -33.3% |
Q1 2017 | $8,000 | 0.0% | 150 | +0.7% | 0.00% | +50.0% |
Q4 2016 | $8,000 | -50.0% | 149 | -52.8% | 0.00% | -66.7% |
Q3 2016 | $16,000 | – | 316 | – | 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% |