SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,098,000 | +6.6% | 20,396 | +5.0% | 2.42% | +3.9% |
| Q2 2019 | $1,030,000 | -0.6% | 19,432 | -2.7% | 2.33% | +8.5% |
| Q1 2019 | $1,036,000 | +16.4% | 19,964 | +13.5% | 2.15% | +3.5% |
| Q4 2018 | $890,000 | +41.7% | 17,584 | +45.8% | 2.08% | +54.6% |
| Q4 2017 | $628,000 | -58.4% | 12,064 | -58.2% | 1.34% | -25.0% |
| Q3 2017 | $1,510,000 | +4.0% | 28,854 | +3.8% | 1.79% | +2.5% |
| Q2 2017 | $1,452,000 | +57.1% | 27,806 | +55.9% | 1.75% | +25.8% |
| Q1 2017 | $924,000 | – | 17,836 | – | 1.39% | – |
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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% |