SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,764,733 | +8.8% | 39,899 | +13.6% | 0.36% | +19.3% |
| Q2 2023 | $1,621,924 | -23.4% | 35,137 | -22.2% | 0.31% | -28.7% |
| Q1 2023 | $2,117,987 | +36.8% | 45,150 | +33.1% | 0.43% | +106.2% |
| Q4 2022 | $1,547,996 | +2.2% | 33,910 | +1.4% | 0.21% | -43.6% |
| Q3 2022 | $1,515,000 | -35.9% | 33,440 | -32.3% | 0.37% | -23.1% |
| Q2 2022 | $2,363,000 | +37.7% | 49,368 | +45.5% | 0.48% | +56.9% |
| Q1 2022 | $1,716,000 | +24414.3% | 33,923 | +27038.4% | 0.31% | +30500.0% |
| Q4 2021 | $7,000 | 0.0% | 125 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +16.7% | 123 | +11.8% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 110 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 111 | +4.7% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -14.3% | 106 | -13.1% | 0.00% | -33.3% |
| Q1 2020 | $7,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +75.0% | 122 | +54.4% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | – | 79 | – | 0.00% | – |
Download | ||||||
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% |