SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 161 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,122,817 | -6.0% | 70,604 | -1.9% | 1.06% | +1.8% |
Q2 2023 | $3,322,210 | -2.1% | 71,972 | -0.6% | 1.04% | -6.5% |
Q1 2023 | $3,395,176 | -7.3% | 72,376 | -9.8% | 1.11% | -16.9% |
Q4 2022 | $3,661,758 | +6.1% | 80,214 | +5.3% | 1.34% | +2.4% |
Q3 2022 | $3,451,629 | -4.1% | 76,178 | +1.4% | 1.31% | +0.4% |
Q2 2022 | $3,598,001 | -2.9% | 75,162 | +2.6% | 1.30% | +11.3% |
Q1 2022 | $3,704,682 | -1.9% | 73,258 | +4.6% | 1.17% | +7.9% |
Q4 2021 | $3,775,646 | +0.7% | 70,049 | +1.4% | 1.08% | -5.3% |
Q3 2021 | $3,749,995 | +1.8% | 69,112 | +2.4% | 1.15% | +1.8% |
Q2 2021 | $3,684,610 | +14.0% | 67,484 | +12.7% | 1.13% | +4.3% |
Q1 2021 | $3,230,876 | +16.0% | 59,886 | +20.5% | 1.08% | -11.5% |
Q4 2020 | $2,784,519 | +2.4% | 49,697 | +2.4% | 1.22% | -10.0% |
Q3 2020 | $2,720,451 | +4.0% | 48,510 | +4.3% | 1.36% | -3.6% |
Q2 2020 | $2,615,616 | +6.8% | 46,508 | +3.0% | 1.41% | -21.8% |
Q1 2020 | $2,449,788 | +5.7% | 45,141 | +4.0% | 1.80% | +12.3% |
Q4 2019 | $2,318,642 | +0.6% | 43,396 | +1.4% | 1.60% | -6.4% |
Q3 2019 | $2,303,906 | +5.5% | 42,784 | +3.8% | 1.71% | +5.6% |
Q2 2019 | $2,183,933 | +6.3% | 41,206 | +4.1% | 1.62% | +8.1% |
Q1 2019 | $2,054,006 | +1.4% | 39,591 | -1.2% | 1.50% | -8.0% |
Q4 2018 | $2,026,547 | +3.0% | 40,058 | +2.3% | 1.63% | +15.2% |
Q3 2018 | $1,967,461 | +4.8% | 39,153 | +5.6% | 1.41% | +1.4% |
Q2 2018 | $1,877,609 | +4.9% | 37,078 | +5.7% | 1.39% | +1.1% |
Q1 2018 | $1,790,006 | +15.2% | 35,084 | +17.5% | 1.38% | +5.8% |
Q4 2017 | $1,554,321 | -0.6% | 29,868 | +0.0% | 1.30% | -5.7% |
Q3 2017 | $1,563,381 | +8.4% | 29,858 | +8.2% | 1.38% | +3.4% |
Q2 2017 | $1,442,323 | +25.2% | 27,604 | +24.1% | 1.34% | +20.4% |
Q1 2017 | $1,151,643 | +7.1% | 22,237 | +6.5% | 1.11% | +4.1% |
Q4 2016 | $1,074,922 | +3.4% | 20,872 | +7.7% | 1.07% | +2.1% |
Q3 2016 | $1,039,791 | +11.9% | 19,374 | +12.0% | 1.04% | +7.6% |
Q2 2016 | $929,052 | +20.8% | 17,294 | +18.7% | 0.97% | +24.5% |
Q1 2016 | $769,265 | +14.4% | 14,564 | +11.5% | 0.78% | +9.6% |
Q4 2015 | $672,510 | – | 13,058 | – | 0.71% | – |
Download |
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% |