SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
| Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
| Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
| Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
| Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
| Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
| Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
| Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
| Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
| Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
| Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
| Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
| Q1 2018 | $423,000 | – | 8,308 | – | 0.00% | – |
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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% |