SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $25,396,000 | +73.7% | 452,855 | +74.2% | 2.17% | +56.5% |
| Q2 2020 | $14,617,000 | +284.4% | 259,917 | +271.0% | 1.38% | +155.1% |
| Q1 2020 | $3,803,000 | -33.9% | 70,067 | -34.9% | 0.54% | -11.3% |
| Q4 2019 | $5,752,000 | -1.8% | 107,642 | -1.0% | 0.61% | -8.5% |
| Q3 2019 | $5,856,000 | +1.5% | 108,752 | -0.1% | 0.67% | 0.0% |
| Q2 2019 | $5,770,000 | +281.4% | 108,866 | +273.3% | 0.67% | +255.9% |
| Q1 2019 | $1,513,000 | +108.4% | 29,160 | +103.2% | 0.19% | +89.9% |
| Q4 2018 | $726,000 | +8.4% | 14,348 | +7.6% | 0.10% | +32.0% |
| Q3 2018 | $670,000 | +11.5% | 13,330 | +12.0% | 0.08% | +2.7% |
| Q2 2018 | $601,000 | +11.3% | 11,899 | +12.5% | 0.07% | +4.3% |
| Q1 2018 | $540,000 | – | 10,576 | – | 0.07% | – |
Download | ||||||
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% |