SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,285,807 | -40.0% | 29,071 | -37.4% | 0.12% | -29.4% |
| Q2 2023 | $2,143,818 | -25.2% | 46,443 | -24.0% | 0.16% | -32.1% |
| Q1 2023 | $2,865,582 | +6.5% | 61,087 | +3.6% | 0.24% | -9.1% |
| Q4 2022 | $2,691,193 | +12.6% | 58,953 | +11.7% | 0.26% | -3.3% |
| Q3 2022 | $2,390,000 | +362.3% | 52,755 | +450.4% | 0.27% | +435.3% |
| Q4 2021 | $517,000 | +15.1% | 9,584 | +15.8% | 0.05% | +2.0% |
| Q3 2021 | $449,000 | +29.0% | 8,275 | +29.7% | 0.05% | +25.0% |
| Q2 2021 | $348,000 | +42.0% | 6,379 | +40.3% | 0.04% | +29.0% |
| Q1 2021 | $245,000 | +7.5% | 4,546 | +11.6% | 0.03% | -20.5% |
| Q4 2020 | $228,000 | +8.6% | 4,074 | +8.0% | 0.04% | -2.5% |
| Q3 2020 | $210,000 | +4.5% | 3,772 | +5.6% | 0.04% | -11.1% |
| Q2 2020 | $201,000 | – | 3,571 | – | 0.04% | – |
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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% |