SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $129,054 | +95495.6% | 2,918 | 0.0% | 0.06% | -1.7% |
Q2 2023 | $135 | -1.5% | 2,918 | +0.0% | 0.06% | -9.1% |
Q1 2023 | $137 | +17.1% | 2,917 | +13.6% | 0.07% | +10.0% |
Q4 2022 | $117 | -99.9% | 2,567 | -12.0% | 0.06% | -11.8% |
Q3 2022 | $132,000 | -5.7% | 2,917 | 0.0% | 0.07% | -1.4% |
Q2 2022 | $140,000 | -4.8% | 2,917 | 0.0% | 0.07% | +16.9% |
Q1 2022 | $147,000 | -6.4% | 2,917 | 0.0% | 0.06% | 0.0% |
Q4 2021 | $157,000 | -0.6% | 2,917 | +0.0% | 0.06% | -11.9% |
Q3 2021 | $158,000 | -1.2% | 2,916 | 0.0% | 0.07% | +1.5% |
Q2 2021 | $160,000 | -6.4% | 2,916 | -8.0% | 0.07% | -20.5% |
Q1 2021 | $171,000 | +4.9% | 3,170 | +8.7% | 0.08% | -1.2% |
Q4 2020 | $163,000 | -0.6% | 2,916 | 0.0% | 0.08% | -3.4% |
Q3 2020 | $164,000 | 0.0% | 2,916 | 0.0% | 0.09% | -14.7% |
Q2 2020 | $164,000 | +0.6% | 2,916 | 0.0% | 0.10% | -7.3% |
Q1 2020 | $163,000 | +4.5% | 2,916 | 0.0% | 0.11% | +7.8% |
Q4 2019 | $156,000 | -0.6% | 2,916 | +0.0% | 0.10% | -8.9% |
Q3 2019 | $157,000 | +1.3% | 2,915 | 0.0% | 0.11% | -0.9% |
Q2 2019 | $155,000 | +2.6% | 2,915 | 0.0% | 0.11% | -4.2% |
Q1 2019 | $151,000 | +2.7% | 2,915 | 0.0% | 0.12% | -7.8% |
Q4 2018 | $147,000 | +1.4% | 2,915 | 0.0% | 0.13% | +25.5% |
Q3 2018 | $145,000 | -1.4% | 2,915 | 0.0% | 0.10% | +8.5% |
Q2 2018 | $147,000 | -1.3% | 2,915 | +0.0% | 0.09% | -9.6% |
Q1 2018 | $149,000 | -2.0% | 2,914 | 0.0% | 0.10% | -14.0% |
Q4 2017 | $152,000 | – | 2,914 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
THEORY FINANCIAL LLC | 550,084 | $25,804,440 | 15.48% |
KilterHowling LLC | 306,542 | $14,379,865 | 14.03% |
Tenret Co LLC | 329,713 | $15,466,837 | 13.73% |
Pioneer Wealth Management Group | 277,871 | $13,034,926 | 11.60% |
FFG RETIREMENT ADVISORS LLC | 249,036 | $11,682,279 | 10.00% |
RATIONAL ADVISORS LLC | 2,447,696 | $114,821,419 | 9.38% |
Members Advisory Group LLC | 292,598 | $13,725,837 | 8.87% |
BlueSky Wealth Advisors, LLC | 878,005 | $41,187,197 | 8.52% |
Horst & Graben Wealth Management LLC | 704,902 | $33,067,000 | 8.20% |
Waterford Advisors, LLC | 320,890 | $15,053 | 8.15% |