SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,992 | +4585.6% | 7,416 | +5832.8% | 0.03% | +1450.0% |
| Q4 2020 | $7,000 | -95.7% | 125 | -95.9% | 0.00% | -96.6% |
| Q4 2019 | $164,000 | +3.1% | 3,068 | +4.0% | 0.06% | -15.7% |
| Q3 2019 | $159,000 | -99.9% | 2,949 | +4.9% | 0.07% | -6.7% |
| Q2 2019 | $148,948,000 | +104059.4% | 2,810 | +1.7% | 0.08% | +25.0% |
| Q1 2019 | $143,000 | -5.3% | 2,763 | -7.4% | 0.06% | +9.1% |
| Q4 2018 | $151,000 | +151.7% | 2,984 | +147.8% | 0.06% | +129.2% |
| Q3 2018 | $60,000 | +11.1% | 1,204 | +12.6% | 0.02% | +4.3% |
| Q2 2018 | $54,000 | +3.8% | 1,069 | +4.2% | 0.02% | +4.5% |
| Q1 2018 | $52,000 | -1.9% | 1,026 | +0.5% | 0.02% | -8.3% |
| Q4 2017 | $53,000 | +17.8% | 1,021 | +18.6% | 0.02% | +50.0% |
| Q3 2017 | $45,000 | +32.4% | 861 | +31.1% | 0.02% | -15.8% |
| Q2 2017 | $34,000 | +17.2% | 657 | +18.2% | 0.02% | +11.8% |
| Q1 2017 | $29,000 | – | 556 | – | 0.02% | – |
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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% |