SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $2,000 | -98.5% | 31 | -98.7% | 0.00% | -97.1% |
Q4 2019 | $133,000 | +6550.0% | 2,461 | +7838.7% | 0.07% | +6900.0% |
Q3 2019 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | -50.0% |
Q4 2018 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | +100.0% |
Q3 2018 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | -50.0% | 31 | -53.7% | 0.00% | -66.7% |
Q1 2018 | $4,000 | – | 67 | – | 0.00% | – |
Download |
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% |