SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,119,000 | +194.5% | 20,767 | +196.2% | 0.25% | +194.1% |
Q3 2021 | $380,000 | -57.1% | 7,012 | -56.3% | 0.08% | -33.1% |
Q2 2021 | $885,000 | +116.9% | 16,047 | +112.3% | 0.13% | +25.7% |
Q1 2021 | $408,000 | -11.1% | 7,559 | -7.6% | 0.10% | -19.2% |
Q4 2020 | $459,000 | -24.1% | 8,184 | -1.2% | 0.12% | -33.9% |
Q3 2020 | $605,000 | +26.8% | 8,287 | -2.4% | 0.19% | +15.2% |
Q2 2020 | $477,000 | -69.8% | 8,488 | -36.9% | 0.16% | -84.0% |
Q1 2020 | $1,577,000 | +74.8% | 13,462 | -20.2% | 1.03% | +205.4% |
Q4 2019 | $902,000 | +1.3% | 16,880 | +2.1% | 0.34% | -6.4% |
Q3 2019 | $890,000 | +16.8% | 16,534 | +14.9% | 0.36% | +14.0% |
Q2 2019 | $762,000 | +1.6% | 14,386 | -0.4% | 0.32% | +1.0% |
Q1 2019 | $750,000 | +9.5% | 14,449 | +6.6% | 0.31% | -1.3% |
Q4 2018 | $685,000 | – | 13,549 | – | 0.32% | – |
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% |