SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $173,559 | -4.2% | 3,924 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $181,132 | -1.6% | 3,924 | 0.0% | 0.05% | -4.2% |
Q1 2023 | $184,075 | +2.8% | 3,924 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $179,131 | +0.6% | 3,924 | 0.0% | 0.05% | -12.7% |
Q3 2022 | $178,000 | -5.3% | 3,924 | 0.0% | 0.06% | -3.5% |
Q2 2022 | $188,000 | -8.7% | 3,924 | -3.8% | 0.06% | -1.7% |
Q1 2022 | $206,000 | -6.4% | 4,077 | 0.0% | 0.06% | -13.4% |
Q4 2021 | $220,000 | -0.5% | 4,077 | 0.0% | 0.07% | -10.7% |
Q3 2021 | $221,000 | -0.9% | 4,077 | -0.2% | 0.08% | -2.6% |
Q2 2021 | $223,000 | +1.4% | 4,087 | 0.0% | 0.08% | -7.2% |
Q1 2021 | $220,000 | -21.1% | 4,087 | -18.0% | 0.08% | -24.5% |
Q4 2020 | $279,000 | +4.1% | 4,985 | +4.4% | 0.11% | -15.4% |
Q3 2020 | $268,000 | -11.8% | 4,777 | -11.5% | 0.13% | -15.0% |
Q2 2020 | $304,000 | -7.9% | 5,400 | -11.2% | 0.15% | -25.7% |
Q1 2020 | $330,000 | +1.5% | 6,082 | 0.0% | 0.21% | +37.3% |
Q4 2019 | $325,000 | -0.9% | 6,082 | 0.0% | 0.15% | -9.6% |
Q3 2019 | $328,000 | +14.7% | 6,082 | +12.6% | 0.17% | +11.4% |
Q2 2019 | $286,000 | +2.1% | 5,400 | 0.0% | 0.15% | 0.0% |
Q1 2019 | $280,000 | – | 5,400 | – | 0.15% | – |
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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% |