SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,759 | +486.4% | 84,996 | +512.1% | 0.02% | +425.0% |
| Q2 2023 | $641 | -1.4% | 13,886 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $650 | -47.9% | 13,865 | -49.3% | 0.01% | -37.5% |
| Q4 2022 | $1,248 | -99.9% | 27,334 | +42.6% | 0.01% | +14.3% |
| Q3 2022 | $869,000 | -7.4% | 19,174 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $938,000 | -24.1% | 19,589 | -19.9% | 0.01% | -22.2% |
| Q1 2022 | $1,236,000 | -8.0% | 24,447 | -1.9% | 0.01% | -10.0% |
| Q4 2021 | $1,343,000 | +4.1% | 24,913 | +4.8% | 0.01% | 0.0% |
| Q3 2021 | $1,290,000 | -5.9% | 23,774 | -5.3% | 0.01% | -16.7% |
| Q2 2021 | $1,371,000 | +19.8% | 25,109 | +18.4% | 0.01% | +9.1% |
| Q1 2021 | $1,144,000 | -16.5% | 21,199 | -13.3% | 0.01% | -26.7% |
| Q4 2020 | $1,370,000 | -21.8% | 24,453 | -21.8% | 0.02% | -31.8% |
| Q3 2020 | $1,753,000 | +30.9% | 31,252 | +31.3% | 0.02% | +22.2% |
| Q2 2020 | $1,339,000 | +86.0% | 23,807 | +79.6% | 0.02% | +50.0% |
| Q1 2020 | $720,000 | -5.0% | 13,258 | -6.5% | 0.01% | +9.1% |
| Q4 2019 | $758,000 | +0.9% | 14,182 | +1.7% | 0.01% | -8.3% |
| Q3 2019 | $751,000 | +2.6% | 13,940 | +0.9% | 0.01% | +20.0% |
| Q2 2019 | $732,000 | +10.4% | 13,810 | +8.0% | 0.01% | 0.0% |
| Q1 2019 | $663,000 | -39.6% | 12,782 | -41.0% | 0.01% | -50.0% |
| Q4 2018 | $1,097,000 | +6.7% | 21,676 | +6.0% | 0.02% | +17.6% |
| Q3 2018 | $1,028,000 | -33.1% | 20,450 | -32.6% | 0.02% | -50.0% |
| Q2 2018 | $1,537,000 | -1.3% | 30,356 | -0.5% | 0.03% | +3.0% |
| Q1 2018 | $1,557,000 | +3.9% | 30,510 | +6.0% | 0.03% | +13.8% |
| Q4 2017 | $1,498,000 | +77.9% | 28,790 | +78.9% | 0.03% | +70.6% |
| Q3 2017 | $842,000 | +155.2% | 16,090 | +154.8% | 0.02% | +183.3% |
| Q2 2017 | $330,000 | – | 6,315 | – | 0.01% | – |
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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% |