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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | -5.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -5.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | -6.5% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | -0.4% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $279,000 | -0.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 5,150 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $278,000 | -3.8% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $289,000 | 0.0% | 5,150 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $289,000 | -0.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $290,000 | +3.9% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $279,000 | +1.5% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $275,000 | -0.7% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | +1.5% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +2.2% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +2.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $261,000 | +0.8% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $259,000 | +15.1% | 5,150 | +15.7% | 0.01% | 0.0% |
| Q2 2018 | $225,000 | -0.9% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $227,000 | -2.2% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +12.1% | 4,450 | +12.7% | 0.01% | 0.0% |
| Q3 2017 | $207,000 | – | 3,950 | – | 0.01% | – |
Download | ||||||
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% |