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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $281,668 | -53.6% | 6,102 | -52.9% | 0.15% | -24.6% |
| Q1 2023 | $607,204 | +90.8% | 12,944 | +85.7% | 0.20% | -9.7% |
| Q4 2022 | $318,226 | -15.4% | 6,971 | -15.9% | 0.22% | -31.2% |
| Q3 2022 | $376,000 | -7.4% | 8,288 | -2.2% | 0.31% | +12.9% |
| Q2 2022 | $406,000 | -36.0% | 8,477 | -32.3% | 0.28% | -33.8% |
| Q2 2018 | $634,000 | -66.9% | 12,523 | -66.7% | 0.42% | -62.2% |
| Q1 2018 | $1,917,000 | +16.7% | 37,565 | +19.0% | 1.11% | +7.1% |
| Q4 2017 | $1,643,000 | +45.0% | 31,579 | +46.0% | 1.04% | +33.3% |
| Q3 2017 | $1,133,000 | +70.6% | 21,632 | +70.2% | 0.78% | +71.0% |
| Q2 2017 | $664,000 | +44.3% | 12,710 | +43.2% | 0.46% | +32.3% |
| Q1 2017 | $460,000 | – | 8,874 | – | 0.34% | – |
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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% |