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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,000 | -98.7% | 67 | -98.8% | 0.00% | -97.5% |
| Q3 2021 | $310,000 | +12.3% | 5,719 | +13.1% | 0.04% | -9.1% |
| Q2 2021 | $276,000 | -3.5% | 5,058 | -4.7% | 0.04% | -13.7% |
| Q1 2021 | $286,000 | -3.7% | 5,305 | -0.1% | 0.05% | -8.9% |
| Q4 2020 | $297,000 | +29.1% | 5,308 | +29.7% | 0.06% | +16.7% |
| Q3 2020 | $230,000 | +538.9% | 4,094 | +541.7% | 0.05% | +500.0% |
| Q2 2020 | $36,000 | +2.9% | 638 | -2.4% | 0.01% | -11.1% |
| Q1 2020 | $35,000 | -65.3% | 654 | -65.2% | 0.01% | -59.1% |
| Q4 2019 | $101,000 | -3.8% | 1,882 | -3.8% | 0.02% | -8.3% |
| Q3 2019 | $105,000 | +1.9% | 1,957 | +0.2% | 0.02% | +9.1% |
| Q2 2019 | $103,000 | +2.0% | 1,954 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $101,000 | – | 1,954 | – | 0.02% | – |
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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% |