SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $243,000 | -64.7% | 4,340 | -65.8% | 0.15% | -67.2% |
| Q1 2020 | $689,000 | -1.4% | 12,673 | -3.1% | 0.46% | +14.3% |
| Q4 2019 | $699,000 | -0.9% | 13,075 | -0.2% | 0.41% | -14.0% |
| Q3 2019 | $705,000 | +3.7% | 13,097 | +1.8% | 0.47% | +1.1% |
| Q2 2019 | $680,000 | +43.8% | 12,862 | +40.3% | 0.47% | +32.3% |
| Q1 2019 | $473,000 | +68.3% | 9,169 | +65.1% | 0.35% | +71.4% |
| Q4 2018 | $281,000 | +1.8% | 5,554 | +0.8% | 0.21% | +12.0% |
| Q3 2018 | $276,000 | – | 5,512 | – | 0.18% | – |
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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% |