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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $40,424 | -0.8% | 876 | +0.8% | 0.01% | 0.0% |
Q1 2023 | $40,765 | -95.4% | 869 | -95.5% | 0.01% | -96.5% |
Q4 2022 | $877,553 | -0.1% | 19,368 | +0.0% | 0.26% | 0.0% |
Q3 2022 | $878,000 | -11.0% | 19,367 | -6.1% | 0.26% | -5.9% |
Q2 2022 | $987,000 | -26.2% | 20,616 | -22.1% | 0.27% | -14.0% |
Q1 2022 | $1,338,000 | -5.8% | 26,459 | +0.4% | 0.32% | -0.9% |
Q4 2021 | $1,421,000 | -27.1% | 26,361 | -26.6% | 0.32% | -32.2% |
Q3 2021 | $1,948,000 | -15.3% | 35,908 | -14.8% | 0.47% | -14.4% |
Q2 2021 | $2,301,000 | -2.2% | 42,146 | -3.4% | 0.55% | -9.9% |
Q1 2021 | $2,353,000 | -58.3% | 43,620 | -56.7% | 0.61% | -60.7% |
Q4 2020 | $5,649,000 | -26.1% | 100,816 | -26.1% | 1.55% | -30.8% |
Q3 2020 | $7,648,000 | -8.6% | 136,420 | -8.4% | 2.24% | -13.5% |
Q2 2020 | $8,365,000 | -84.2% | 148,954 | -84.7% | 2.59% | -84.3% |
Q1 2020 | $52,887,000 | +3.3% | 974,518 | +1.7% | 16.46% | +7.6% |
Q4 2019 | $51,174,000 | +15.9% | 957,782 | +16.8% | 15.30% | +2.7% |
Q3 2019 | $44,154,000 | +37.8% | 819,941 | +35.7% | 14.90% | +25.9% |
Q2 2019 | $32,034,000 | +34.9% | 604,419 | +32.0% | 11.83% | +13.2% |
Q1 2019 | $23,752,000 | +105.9% | 457,832 | +100.8% | 10.45% | +56.8% |
Q4 2018 | $11,534,000 | – | 227,998 | – | 6.67% | – |
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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% |