SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $362,000 | +0.6% | 6,454 | +0.6% | 0.16% | -11.8% |
| Q3 2020 | $360,000 | +2.9% | 6,418 | +3.2% | 0.19% | -4.1% |
| Q2 2020 | $350,000 | +12.9% | 6,220 | +9.5% | 0.19% | +1.0% |
| Q1 2020 | $310,000 | +6.5% | 5,679 | +4.1% | 0.19% | +62.7% |
| Q4 2019 | $291,000 | +0.7% | 5,453 | +1.8% | 0.12% | +2.6% |
| Q3 2019 | $289,000 | +2.1% | 5,359 | 0.0% | 0.12% | +4.5% |
| Q2 2019 | $283,000 | +2.5% | 5,359 | 0.0% | 0.11% | -1.8% |
| Q1 2019 | $276,000 | – | 5,359 | – | 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% |