SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -12.0% | 6,391 | -1.5% | 0.01% | 0.0% |
| Q4 2021 | $350,000 | +6.4% | 6,490 | +7.1% | 0.01% | -7.7% |
| Q3 2021 | $329,000 | -0.3% | 6,057 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $330,000 | -14.3% | 6,047 | -15.2% | 0.01% | -23.5% |
| Q1 2021 | $385,000 | -3.8% | 7,135 | +0.0% | 0.02% | -10.5% |
| Q4 2020 | $400,000 | +7.5% | 7,132 | +7.5% | 0.02% | -5.0% |
| Q3 2020 | $372,000 | 0.0% | 6,632 | +0.2% | 0.02% | -13.0% |
| Q2 2020 | $372,000 | +1.1% | 6,617 | -2.5% | 0.02% | -14.8% |
| Q1 2020 | $368,000 | +206.7% | 6,787 | +183.4% | 0.03% | +285.7% |
| Q3 2018 | $120,000 | – | 2,395 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 303,192 | $13,737,642 | 16.50% |
| Northeast Financial Group, Inc. | 387,518 | $17,558,436 | 15.83% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,418,864 | $64,289,000 | 9.88% |
| Alliance Wealth Management Group | 518,384 | $23,488,000 | 9.13% |
| BlueSky Wealth Advisors, LLC | 865,091 | $39,197,000 | 9.10% |
| Total Wealth Planning, LLC | 668,447 | $30,287,000 | 8.60% |
| MorganRosel Wealth Management, LLC | 342,844 | $15,534,000 | 7.79% |
| Clay Northam Wealth Management, LLC | 135,684 | $6,148,000 | 7.67% |
| McAdam, LLC | 1,405,033 | $63,662,000 | 6.90% |
| Bond & Devick Financial Network, Inc. | 183,979 | $8,336,000 | 6.89% |