SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -0.5% | 3,987 | +0.4% | 0.06% | -5.0% |
| Q3 2021 | $216,000 | 0.0% | 3,973 | +0.3% | 0.06% | +3.4% |
| Q2 2021 | $216,000 | +1.4% | 3,962 | +0.3% | 0.06% | -1.7% |
| Q1 2021 | $213,000 | -3.6% | 3,951 | +0.2% | 0.06% | -9.2% |
| Q4 2020 | $221,000 | +0.5% | 3,944 | +0.4% | 0.06% | -14.5% |
| Q3 2020 | $220,000 | 0.0% | 3,928 | +0.2% | 0.08% | -2.6% |
| Q2 2020 | $220,000 | -53.2% | 3,920 | -54.7% | 0.08% | -66.5% |
| Q1 2020 | $470,000 | -98.2% | 8,655 | -98.2% | 0.23% | -97.4% |
| Q4 2019 | $25,666,000 | +0.3% | 478,309 | +0.6% | 9.00% | -2.7% |
| Q3 2019 | $25,594,000 | +1.8% | 475,284 | +0.2% | 9.25% | +7.3% |
| Q2 2019 | $25,149,000 | -0.1% | 474,516 | -2.2% | 8.61% | +9.4% |
| Q1 2019 | $25,172,000 | +1358.4% | 485,199 | +1322.5% | 7.88% | +1119.3% |
| Q4 2018 | $1,726,000 | – | 34,110 | – | 0.65% | – |
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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% |