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 | $202,000 | -5.6% | 4,475 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $214,000 | -5.3% | 4,475 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $226,000 | -6.2% | 4,475 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $241,000 | -0.4% | 4,475 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $242,000 | -0.8% | 4,475 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $244,000 | -6.2% | 4,475 | -7.3% | 0.02% | +88.9% |
| Q1 2021 | $260,000 | +7.0% | 4,825 | +10.9% | 0.01% | -10.0% |
| Q4 2020 | $243,000 | -4.7% | 4,350 | -4.4% | 0.01% | -16.7% |
| Q3 2020 | $255,000 | +5.8% | 4,550 | +5.8% | 0.01% | 0.0% |
| Q2 2020 | $241,000 | -7.3% | 4,300 | -10.4% | 0.01% | -20.0% |
| Q1 2020 | $260,000 | -0.8% | 4,800 | -2.1% | 0.02% | +15.4% |
| Q4 2019 | $262,000 | +6.1% | 4,905 | +6.6% | 0.01% | +8.3% |
| Q3 2019 | $247,000 | +1.6% | 4,600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $243,000 | +2.1% | 4,600 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $238,000 | +2.6% | 4,600 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $232,000 | -20.8% | 4,600 | -21.0% | 0.01% | -17.6% |
| Q3 2018 | $293,000 | +6.5% | 5,825 | +7.4% | 0.02% | +6.2% |
| Q2 2018 | $275,000 | – | 5,425 | – | 0.02% | – |
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% |