SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $213,000 | +2.4% | 3,807 | +2.9% | 0.08% | -1.2% |
| Q2 2020 | $208,000 | -30.4% | 3,701 | -32.7% | 0.08% | -41.1% |
| Q1 2020 | $299,000 | -68.9% | 5,502 | -69.4% | 0.14% | -61.7% |
| Q4 2019 | $962,000 | +21.0% | 17,997 | +22.0% | 0.37% | +11.5% |
| Q3 2019 | $795,000 | +4.5% | 14,756 | +2.8% | 0.33% | +3.4% |
| Q2 2019 | $761,000 | +25.2% | 14,356 | +22.5% | 0.32% | +21.3% |
| Q1 2019 | $608,000 | +37.2% | 11,722 | +34.0% | 0.26% | +19.5% |
| Q4 2018 | $443,000 | -43.1% | 8,750 | -43.5% | 0.22% | -35.3% |
| Q3 2018 | $778,000 | -4.7% | 15,482 | -3.9% | 0.34% | -11.2% |
| Q2 2018 | $816,000 | +7.4% | 16,113 | +8.1% | 0.38% | +7.9% |
| Q1 2018 | $760,000 | +13.1% | 14,902 | +15.3% | 0.36% | +15.6% |
| Q4 2017 | $672,000 | +19.6% | 12,919 | +20.3% | 0.31% | +6.6% |
| Q3 2017 | $562,000 | -3.1% | 10,742 | -3.3% | 0.29% | -8.0% |
| Q2 2017 | $580,000 | +7.8% | 11,103 | +6.9% | 0.31% | +4.3% |
| Q1 2017 | $538,000 | +19.8% | 10,389 | +19.0% | 0.30% | +14.1% |
| Q4 2016 | $449,000 | +63.9% | 8,727 | +71.0% | 0.26% | +54.7% |
| Q3 2016 | $274,000 | +66.1% | 5,104 | +65.7% | 0.17% | +58.9% |
| Q2 2016 | $165,000 | +0.6% | 3,080 | -0.7% | 0.11% | -4.5% |
| Q1 2016 | $164,000 | +2.5% | 3,103 | -0.0% | 0.11% | -21.7% |
| Q4 2015 | $160,000 | – | 3,104 | – | 0.14% | – |
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% |