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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $720,000 | -24.1% | 13,475 | -23.5% | 0.21% | -34.9% |
| Q3 2019 | $949,000 | +2.2% | 17,618 | +0.5% | 0.33% | +6440.0% |
| Q2 2019 | $929,000 | +2.2% | 17,528 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $909,000 | +2.9% | 17,528 | +0.4% | 0.01% | -92.6% |
| Q4 2018 | $883,000 | +128.2% | 17,454 | +135.0% | 0.07% | -56.1% |
| Q1 2018 | $387,000 | +36.7% | 7,427 | +37.2% | 0.16% | +29.2% |
| Q4 2017 | $283,000 | +6.0% | 5,414 | +5.8% | 0.12% | +7.1% |
| Q2 2017 | $267,000 | – | 5,118 | – | 0.11% | – |
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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% |