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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,270,810 | -14.4% | 27,090 | -16.7% | 0.07% | -23.3% |
| Q4 2022 | $1,485,126 | -4.6% | 32,533 | -5.3% | 0.09% | -14.3% |
| Q3 2022 | $1,557,000 | -7.7% | 34,347 | -2.5% | 0.10% | -7.1% |
| Q2 2022 | $1,687,000 | +15.7% | 35,237 | +22.2% | 0.11% | +28.4% |
| Q1 2022 | $1,458,000 | +1275.5% | 28,846 | +1366.5% | 0.09% | +1157.1% |
| Q4 2021 | $106,000 | -5.4% | 1,967 | -4.6% | 0.01% | -12.5% |
| Q3 2021 | $112,000 | -7.4% | 2,061 | -8.2% | 0.01% | -20.0% |
| Q1 2021 | $121,000 | -87.7% | 2,244 | -87.2% | 0.01% | -88.6% |
| Q4 2020 | $986,000 | +130.9% | 17,583 | +126.5% | 0.09% | +203.4% |
| Q3 2020 | $427,000 | +202.8% | 7,763 | +209.0% | 0.03% | +61.1% |
| Q2 2020 | $141,000 | -48.2% | 2,512 | -49.8% | 0.02% | -62.5% |
| Q1 2020 | $272,000 | -76.4% | 5,008 | -76.8% | 0.05% | -67.1% |
| Q4 2019 | $1,152,000 | +487.8% | 21,554 | +451.7% | 0.15% | +371.0% |
| Q3 2018 | $196,000 | -92.2% | 3,907 | -91.9% | 0.03% | -94.4% |
| Q4 2017 | $2,512,000 | +55.2% | 48,274 | +56.1% | 0.55% | +45.1% |
| Q3 2017 | $1,619,000 | – | 30,928 | – | 0.38% | – |
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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% |