SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $358,000 | -1.9% | 7,011 | -0.0% | 0.02% | +5.6% |
| Q4 2017 | $365,000 | -0.5% | 7,012 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $367,000 | +11.2% | 7,012 | +11.1% | 0.02% | +20.0% |
| Q2 2017 | $330,000 | +10.0% | 6,312 | +8.9% | 0.02% | +15.4% |
| Q1 2017 | $300,000 | +0.3% | 5,797 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $299,000 | -3.9% | 5,797 | 0.0% | 0.01% | -7.1% |
| Q3 2016 | $311,000 | 0.0% | 5,797 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $311,000 | +44.7% | 5,793 | +39.4% | 0.01% | +75.0% |
| Q2 2015 | $215,000 | -7.7% | 4,157 | -5.5% | 0.01% | 0.0% |
| Q1 2015 | $233,000 | +11.5% | 4,398 | +10.0% | 0.01% | +14.3% |
| Q4 2014 | $209,000 | – | 3,998 | – | 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% |