SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $323,000 | -0.6% | 5,946 | +30.1% | 0.02% | -6.2% |
Q2 2021 | $325,000 | +14.4% | 4,569 | -9.8% | 0.02% | -70.9% |
Q4 2020 | $284,000 | -22.8% | 5,066 | -22.6% | 0.06% | -52.2% |
Q3 2020 | $368,000 | 0.0% | 6,542 | 0.0% | 0.12% | +8.5% |
Q2 2020 | $368,000 | +43.2% | 6,542 | +38.3% | 0.11% | +158.5% |
Q1 2020 | $257,000 | +1.6% | 4,732 | +0.1% | 0.04% | -22.6% |
Q4 2019 | $253,000 | +6.3% | 4,727 | +6.8% | 0.05% | +10.4% |
Q3 2019 | $238,000 | -8.8% | 4,424 | -12.1% | 0.05% | 0.0% |
Q1 2019 | $261,000 | – | 5,032 | – | 0.05% | – |
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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% |