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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $789,000 | -6.6% | 15,602 | -0.4% | 0.59% | -2.6% |
| Q4 2021 | $845,000 | -2.1% | 15,669 | -1.5% | 0.61% | -9.9% |
| Q3 2021 | $863,000 | -1.8% | 15,902 | -1.2% | 0.67% | +12.3% |
| Q2 2021 | $879,000 | +0.9% | 16,091 | -0.4% | 0.60% | -11.1% |
| Q1 2021 | $871,000 | -9.1% | 16,152 | -5.6% | 0.68% | -24.4% |
| Q4 2020 | $958,000 | -7.8% | 17,105 | -7.7% | 0.89% | -24.8% |
| Q3 2020 | $1,039,000 | -2.1% | 18,524 | -1.8% | 1.19% | -22.0% |
| Q2 2020 | $1,061,000 | +2.3% | 18,865 | -1.3% | 1.52% | -17.9% |
| Q1 2020 | $1,037,000 | -18.1% | 19,106 | -19.4% | 1.85% | +63.0% |
| Q4 2019 | $1,266,000 | – | 23,704 | – | 1.14% | – |
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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% |