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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $52,771 | -97.7% | 1,156 | -97.3% | 0.03% | -97.2% |
| Q3 2021 | $2,315,000 | -19.3% | 42,666 | -19.8% | 0.96% | -24.6% |
| Q1 2021 | $2,869,000 | -2.2% | 53,171 | +1.5% | 1.27% | -5.9% |
| Q4 2020 | $2,935,000 | -43.8% | 52,385 | -43.8% | 1.35% | -55.6% |
| Q3 2020 | $5,223,000 | +48.2% | 93,140 | +48.6% | 3.04% | +27.8% |
| Q2 2020 | $3,524,000 | +868.1% | 62,663 | +835.0% | 2.38% | +765.5% |
| Q1 2020 | $364,000 | -79.8% | 6,702 | -80.2% | 0.28% | -71.9% |
| Q4 2019 | $1,805,000 | – | 33,790 | – | 0.98% | – |
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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% |