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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $728,000 | -28.1% | 16,470 | -25.0% | 0.05% | -17.9% |
Q2 2023 | $1,013,000 | +118518.3% | 21,953 | +20.6% | 0.06% | -15.2% |
Q1 2023 | $854 | -4.2% | 18,201 | -6.8% | 0.07% | +13.8% |
Q4 2022 | $891 | -99.9% | 19,519 | +16.1% | 0.06% | -24.7% |
Q3 2022 | $762,000 | -34.1% | 16,815 | -21.6% | 0.08% | +16.7% |
Q4 2021 | $1,157,000 | -0.2% | 21,461 | +0.5% | 0.07% | -15.4% |
Q3 2021 | $1,159,000 | -0.8% | 21,355 | -0.1% | 0.08% | +1.3% |
Q2 2021 | $1,168,000 | +1.6% | 21,387 | +1.0% | 0.08% | +92.5% |
Q1 2021 | $1,150,000 | +10.2% | 21,166 | +13.6% | 0.04% | -11.1% |
Q4 2020 | $1,044,000 | +0.1% | 18,628 | +0.2% | 0.04% | -13.5% |
Q3 2020 | $1,043,000 | -0.4% | 18,594 | -0.1% | 0.05% | -10.3% |
Q2 2020 | $1,047,000 | +3.6% | 18,621 | -0.1% | 0.06% | -22.7% |
Q1 2020 | $1,011,000 | +66.3% | 18,637 | +63.7% | 0.08% | +63.0% |
Q4 2019 | $608,000 | -47.9% | 11,383 | -47.5% | 0.05% | -52.1% |
Q3 2019 | $1,167,000 | -60.0% | 21,676 | -61.4% | 0.10% | -70.5% |
Q1 2019 | $2,914,000 | -2.8% | 56,165 | -5.2% | 0.32% | -23.3% |
Q4 2018 | $2,997,000 | – | 59,247 | – | 0.42% | – |
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% |