SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $264,761 | -4.2% | 5,986 | -0.1% | 0.18% | -6.9% |
Q2 2023 | $276,498 | -2.5% | 5,990 | -0.9% | 0.19% | -9.6% |
Q1 2023 | $283,618 | -1.5% | 6,046 | -4.0% | 0.21% | -5.4% |
Q4 2022 | $288,000 | +0.7% | 6,300 | -0.2% | 0.22% | -5.6% |
Q3 2022 | $286,000 | -3.4% | 6,313 | +2.2% | 0.23% | 0.0% |
Q2 2022 | $296,000 | +2.8% | 6,176 | +8.3% | 0.23% | +18.2% |
Q1 2022 | $288,000 | -7.7% | 5,703 | -1.4% | 0.20% | 0.0% |
Q4 2021 | $312,000 | -0.6% | 5,782 | +0.0% | 0.20% | -10.0% |
Q3 2021 | $314,000 | -36.2% | 5,781 | -35.9% | 0.22% | -35.3% |
Q2 2021 | $492,000 | -0.4% | 9,016 | -1.5% | 0.34% | -4.0% |
Q1 2021 | $494,000 | +7.2% | 9,153 | +11.3% | 0.35% | -2.5% |
Q4 2020 | $461,000 | +38.9% | 8,223 | +38.8% | 0.36% | +24.7% |
Q3 2020 | $332,000 | +65.2% | 5,923 | +66.1% | 0.29% | +55.6% |
Q2 2020 | $201,000 | -11.5% | 3,566 | -14.3% | 0.19% | -26.4% |
Q1 2020 | $227,000 | +2.3% | 4,159 | +0.4% | 0.25% | +35.8% |
Q4 2019 | $222,000 | +0.9% | 4,141 | +0.4% | 0.19% | -1.1% |
Q3 2019 | $220,000 | 0.0% | 4,124 | +0.7% | 0.19% | -6.0% |
Q2 2019 | $220,000 | +4.8% | 4,097 | +0.4% | 0.20% | +5.8% |
Q1 2019 | $210,000 | +2.4% | 4,080 | +0.7% | 0.19% | -9.5% |
Q4 2018 | $205,000 | -28.8% | 4,053 | -28.9% | 0.21% | -14.3% |
Q2 2018 | $288,000 | -6.2% | 5,703 | -6.2% | 0.24% | -7.9% |
Q1 2018 | $307,000 | -2.2% | 6,080 | +0.4% | 0.27% | -7.3% |
Q4 2017 | $314,000 | – | 6,054 | – | 0.29% | – |
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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% |