SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,097,000 | +10.8% | 20,351 | +11.6% | 0.68% | +10.0% |
| Q3 2021 | $990,000 | -40.0% | 18,237 | -40.4% | 0.62% | -41.2% |
| Q1 2021 | $1,651,000 | -26.7% | 30,611 | -23.9% | 1.05% | -30.0% |
| Q4 2020 | $2,253,000 | +1.9% | 40,205 | +1.9% | 1.50% | -1.5% |
| Q3 2020 | $2,212,000 | +5.4% | 39,438 | +5.7% | 1.53% | +5.6% |
| Q2 2020 | $2,098,000 | -9.4% | 37,305 | -12.6% | 1.45% | -32.4% |
| Q1 2020 | $2,315,000 | -29.9% | 42,662 | -31.0% | 2.14% | -16.9% |
| Q4 2019 | $3,304,000 | -2.2% | 61,835 | -1.5% | 2.58% | -3.1% |
| Q3 2019 | $3,380,000 | – | 62,758 | – | 2.66% | – |
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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% |