SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,216 | -4.3% | 27,493 | 0.0% | 0.21% | -0.5% |
| Q2 2023 | $1,270 | -1.5% | 27,493 | 0.0% | 0.21% | -6.2% |
| Q1 2023 | $1,289 | +0.1% | 27,493 | 0.0% | 0.23% | -1.7% |
| Q4 2022 | $1,288 | -100.0% | 27,493 | -84.6% | 0.23% | -86.1% |
| Q3 2022 | $7,996,000 | +799500.0% | 178,889 | +662451.9% | 1.67% | – |
| Q2 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -99.3% | 27 | -98.9% | 0.00% | -100.0% |
| Q4 2021 | $139,000 | -0.7% | 2,571 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $140,000 | -1.4% | 2,571 | -1.1% | 0.02% | -3.8% |
| Q2 2021 | $142,000 | +1.4% | 2,600 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $140,000 | -4.1% | 2,600 | -0.2% | 0.03% | -12.9% |
| Q4 2020 | $146,000 | 0.0% | 2,606 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $146,000 | -3.9% | 2,606 | -3.4% | 0.03% | -5.7% |
| Q2 2020 | $152,000 | +4.1% | 2,697 | 0.0% | 0.04% | -12.5% |
| Q1 2020 | $146,000 | 0.0% | 2,697 | -1.1% | 0.04% | +8.1% |
| Q4 2019 | $146,000 | -2.0% | 2,726 | -1.2% | 0.04% | -9.8% |
| Q3 2019 | $149,000 | 0.0% | 2,760 | -1.8% | 0.04% | 0.0% |
| Q2 2019 | $149,000 | +2.1% | 2,811 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $146,000 | +1.4% | 2,811 | -1.5% | 0.04% | -10.6% |
| Q4 2018 | $144,000 | -4.0% | 2,854 | -4.4% | 0.05% | -9.6% |
| Q3 2018 | $150,000 | -2.6% | 2,984 | -1.6% | 0.05% | -11.9% |
| Q2 2018 | $154,000 | -6.1% | 3,033 | -5.7% | 0.06% | -3.3% |
| Q1 2018 | $164,000 | -4.1% | 3,216 | -2.2% | 0.06% | +3.4% |
| Q4 2017 | $171,000 | -9.0% | 3,288 | -8.5% | 0.06% | -7.8% |
| Q3 2017 | $188,000 | +0.5% | 3,595 | +0.5% | 0.06% | -4.5% |
| Q2 2017 | $187,000 | -2.6% | 3,577 | -3.3% | 0.07% | -8.2% |
| Q1 2017 | $192,000 | -1.0% | 3,700 | -1.8% | 0.07% | -18.0% |
| Q4 2016 | $194,000 | -83.9% | 3,768 | -83.2% | 0.09% | -85.7% |
| Q3 2016 | $1,206,000 | +32.1% | 22,463 | +32.1% | 0.62% | +31.2% |
| Q2 2016 | $913,000 | +36.5% | 17,001 | +34.2% | 0.48% | +32.3% |
| Q1 2016 | $669,000 | +39.7% | 12,665 | +36.3% | 0.36% | +27.3% |
| Q4 2015 | $479,000 | -63.6% | 9,294 | -63.1% | 0.28% | -64.6% |
| Q3 2015 | $1,315,000 | +8.1% | 25,219 | +7.3% | 0.80% | +15.9% |
| Q2 2015 | $1,216,000 | +9.7% | 23,512 | +12.3% | 0.69% | +5.2% |
| Q1 2015 | $1,108,000 | +669.4% | 20,938 | +632.1% | 0.65% | +499.1% |
| Q4 2014 | $144,000 | – | 2,860 | – | 0.11% | – |
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% |