SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,146,000 | +4.7% | 91,508 | +1.0% | 2.29% | -12.3% |
| Q1 2020 | $4,916,000 | +10.2% | 90,584 | +8.5% | 2.62% | +31.6% |
| Q4 2019 | $4,462,000 | -43.5% | 83,504 | -43.1% | 1.99% | -46.9% |
| Q3 2019 | $7,903,000 | +93.2% | 146,758 | +90.1% | 3.75% | +83.5% |
| Q2 2019 | $4,091,000 | +14510.7% | 77,183 | +14273.0% | 2.04% | +11244.4% |
| Q4 2017 | $28,000 | 0.0% | 537 | -0.4% | 0.02% | 0.0% |
| Q3 2017 | $28,000 | 0.0% | 539 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $28,000 | +7.7% | 539 | +7.8% | 0.02% | -9.5% |
| Q1 2017 | $26,000 | – | 500 | – | 0.02% | – |
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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% |