SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -7.1% | 4,364 | -2.1% | 0.02% | +10.5% |
| Q1 2022 | $225,000 | -7.0% | 4,458 | -0.8% | 0.02% | 0.0% |
| Q4 2021 | $242,000 | +6.1% | 4,493 | +7.2% | 0.02% | -54.8% |
| Q3 2021 | $228,000 | +4.1% | 4,193 | +4.4% | 0.04% | +50.0% |
| Q2 2021 | $219,000 | +1.9% | 4,018 | +1.0% | 0.03% | -15.2% |
| Q1 2021 | $215,000 | -60.8% | 3,978 | -59.3% | 0.03% | -59.3% |
| Q4 2020 | $548,000 | +2.0% | 9,781 | +2.1% | 0.08% | -9.0% |
| Q3 2020 | $537,000 | -2.5% | 9,579 | -2.2% | 0.09% | -11.9% |
| Q2 2020 | $551,000 | +4.0% | 9,796 | +0.3% | 0.10% | -17.2% |
| Q1 2020 | $530,000 | +122.7% | 9,770 | +119.2% | 0.12% | +205.0% |
| Q4 2019 | $238,000 | -62.5% | 4,457 | -62.2% | 0.04% | -63.0% |
| Q3 2019 | $634,000 | +154.6% | 11,777 | +150.6% | 0.11% | +96.4% |
| Q2 2019 | $249,000 | +7.8% | 4,700 | +5.8% | 0.06% | -3.5% |
| Q1 2019 | $231,000 | -8.3% | 4,444 | -11.5% | 0.06% | -8.1% |
| Q3 2018 | $252,000 | +8.2% | 5,023 | +8.9% | 0.06% | 0.0% |
| Q2 2018 | $233,000 | +2.6% | 4,612 | +3.2% | 0.06% | -11.4% |
| Q1 2018 | $227,000 | +1.3% | 4,468 | +3.6% | 0.07% | +9.4% |
| Q4 2017 | $224,000 | +4.2% | 4,311 | +4.8% | 0.06% | -11.1% |
| Q3 2017 | $215,000 | 0.0% | 4,112 | -0.2% | 0.07% | -5.3% |
| Q2 2017 | $215,000 | +2.4% | 4,122 | +1.2% | 0.08% | -6.2% |
| Q1 2017 | $210,000 | – | 4,074 | – | 0.08% | – |
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% |