BCS Wealth Management - SCHWAB STRATEGIC TR ownership

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
BCS Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$462
-42.0%
10,455
-38.4%
0.19%
-46.7%
Q1 2023$796
+67.6%
16,974
+63.2%
0.36%
+80.9%
Q4 2022$475
-99.9%
10,400
-1.6%
0.20%
-11.6%
Q3 2022$479,000
-13.5%
10,564
-8.7%
0.22%
-8.5%
Q2 2022$554,000
-19.0%
11,566
-14.4%
0.25%
-13.1%
Q1 2022$684,000
-65.0%
13,517
-62.7%
0.28%
-59.6%
Q4 2021$1,952,000
+22.4%
36,207
+23.2%
0.70%
+3.5%
Q3 2021$1,595,000
+5.4%
29,389
+6.0%
0.68%
-15.9%
Q2 2021$1,514,000
-2.1%
27,722
-3.2%
0.80%
+9.7%
Q1 2021$1,546,000
-3.0%
28,652
+0.8%
0.73%
-11.2%
Q4 2020$1,593,000
-0.1%
28,4270.0%0.83%
-8.2%
Q3 2020$1,594,000
+18.1%
28,427
+18.5%
0.90%
+11.4%
Q2 2020$1,350,000
+23.9%
23,999
+19.4%
0.81%
+5.9%
Q1 2020$1,090,000
-39.4%
20,093
-40.3%
0.76%
-36.3%
Q4 2019$1,799,00033,6731.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders