SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 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 ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |